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.
Most Americans who have been working for their entire adult lives have some plans regarding their retirement, whether that’s through a sophisticated savings plan or just keeping some money stashed between their mattress and box spring. Of course, many companies these days offer their employees an easy option to save in the form of a 401(k) or an individual retirement account (IRA).