Electronic delivery—or going paperless—of monthly statements and other related account documents to clients is not only environmentally friendly, but it represents a higher level of client service through quicker delivery, easier record storage, increased security and the ability to view from anywhere.
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Burdened with student debt, many Millennials who have begun to advance their careers face a consequential choice: should they use an increase in disposal income to retire their debt from student loans early or use those funds to contribute to their 401(k) plan?
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Credit cards come with a huge drawback—they often encourage overspending, which can undermine an individual’s financial security, now and in the future.
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Getting mentioned in the local press can be a source of exceptionally valuable exposure. Press releases can position you as a thought leader, add to your credibility with clients and prospects, and even represent the first step in becoming the go-to person for local media on financial planning and investment news.
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No advisor can be expected to have a comprehensive understanding of all the risks clients face or a deep grounding in the insurance solutions that may protect against those risks. However, every advisor can start the conversation and work with a trusted insurance professional to help guide clients to a more secure future.
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