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Author: Kenneth Aulbach

Overcoming Phantom Client Objections

To successfully convert transaction-based accounts to fee-based accounts requires a belief on the part of the investment professional that a conversion benefits their clients. Without that belief, no financial advisor can or should convert their book of business.




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Retire and Grow Rich(er)

If retirees’ assets continue to remain stable, or even increase, why is it then that retirees don’t increase their spending and enjoy a higher standard of living? Read this post to find out more.



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Safe Withdrawal Rate for Early Retirees

In a recent paper, “Safe Withdrawal Rates: A Guide for Early Retirees,” its author confirmed the conclusion that a 4 percent withdrawal rate from a 50/50 portfolio had a success probability of 95 percent after 30 years. Want to know more?  Read this post!

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