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Al Emid

Help retired clients avoid high-pressure sales tactics Fallback Image Decorative pattern

Planning and Advice

Help retired clients avoid high-pressure sales tactics

Be sensitive to the psychology and life-stage perspective of retirees

By Al Emid |November 6, 2013

4 min read

Help retired clients avoid high-pressure sales tactics Fallback Image Decorative pattern

Planning and Advice

Help retired clients avoid high-pressure sales tactics

Retirees often fall victim to scams and high-pressure sales tactics since as a group, they’re one of the few willing to listen to the telemarketers’ pitch. If that happens, an advisor might be one of the few people to turn to for help.

By Al Emid |November 6, 2013

4 min read

Advisors can do more to help their clients relax in retirement Fallback Image Decorative pattern

Planning and Advice

Advisors can do more to help their clients relax in retirement

Retirees are re-assessing how they deal with financial markets

By Al Emid |October 30, 2013

3 min read

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