More evidence is making it clear that if financial professionals don’t take their online brand seriously, chances are clients won’t take them seriously.
With the financial planning industry becoming extremely fluid throughout the next decade, professionals in this sector need to be ready to face the risks associated with obtaining revenue tomorrow versus making it today.
Financial planners need to understand the nuances of various planning methods and techniques as well as how to secure the right types of coverage for life insurance.
Many wealthy donors are kept awake at night with the thought that their contributions are not making a difference, or simply going to waste.
By including annuities as one component of the formal retirement income planning process, financial planners can show the context and point of view for why these instruments can help the client minimize the probability of running out of money.
Even for high net worth clients, financial professionals must be sure they carve out a portion of the retirement savings for healthcare and long-term care costs.
As it turns out, high net worth individuals may be among the most receptive market to new finance tech.