Planning and Advice

How to tell clients you switched firms

When leaving your current firm, breaking the news can be tricky.

By John Lorinc |August 19, 2013

2 min read

Advisor analysis – Brenda Hiscock

If Mike and Gary want to continue with a lavish lifestyle into the future, I suggest they cut back a bit for the remainder of Mike’s career in order to amass funds for retirement. They currently only have enough to fund about three years of their lifestyle, and they have life expectancies of about 85 years, so they are very unprepared at this time.

By Brenda Hiscock |August 19, 2013

2 min read

What clients find on Google: Retirement tips

Clients depend on you when building savings, but they also seek online tips.

August 19, 2013

3 min read

Build up clients’ resilience

Dealing with stressed clients isn’t easy.

By Staff |August 14, 2013

1 min read