Every year is a new year when it comes to what retirement advisors can expect from their clients, potential sales and the market. This year is no exception, and many variables such as technology and life expectancy are already shaping 2015. While some trends come and go, staying on top of these changes is the only way to improve your sales process year after year and grow your business.
More than ever, financial professionals are forced to contend with a strange dichotomy among clients. On the one hand, Americans are hungry for financial advice to sooth their worries. However, challenges in helping clients understand their risks, as well as the appropriate solutions, remain obstinate.
Ensuring all clients get the proper wealth planning products is no small effort. It takes a team of professionals who have their clients’ best interests in mind. One key player is the wholesaler.