What if everything youve been taught about preparing clients for retirement is only half the story? - Fritz Gilbert spent a decade writing over 400 articles about life after work on his blog The Reti

What if the most important trust-building moments with clients arent during meetings, but actually in between them? - It turns out that your communication between meetings ( texts, emails, calls, etc

Most retirees prepare financially, but still feel lost when they step away from work. Why? Because emotional readiness is just as critical as a fully funded retirement account. - Tony Hixon, CIMA, RF

What if your onboarding process could become your most powerful referral engine? - Most advisors overlook onboarding as a strategic growth tooland thats a mistake. - In this episode, Brendan Frazier

The most common mistake advisors make with prospects? - They deliver a logically-driven pitch showcasing all the ways they can help. - But, prospects make decisions with the emotional part of the brai

What if retirement planning wasnt just about saving but about learning how to spend? - In Part 2 of The Human Side of Retirement, Brendan Frazier continues his conversation with Dan Haylett to explo

Retirement isn't just about reaching a number - it's a deeply personal transition that requires more than financial planning. - By understanding what truly matters beyond the numbers, you can better s

Financial planning is a service-based business. - You're selling the invisible. It can't be seen, touched or experienced before buying. Prospects are forced to search for other ways to evaluate the va

The conversations you have with clients during uncertain markets are the most important youll ever have. - Helping them safely and confidently navigate times like these is likely the single most impo

The conversations you have with clients during uncertain markets are the most important youll ever have. - Helping them safely and confidently navigate times like these is likely the single most impo