The well-known financial literacy guru's controversial comments at a recent virtual conference highlight how the majority-centric baby boomer mindset for financial planning no longer works.
With many advisors rightfully wary of anything that resembles "selling," why risk going out on a limb to push such plans, particularly if they aren't a central aspect of your practice?
This past year has been tough on everyone. As an advisor, recognize that your clients are grieving and reassure them that their emotional reactions are normal.
Gen Y Planning's Sophia Bera details why she uses a one-page financial plan and an action checklist – not comprehensive financial planning software – to deliver ongoing financial planning value to her next-generation clientele.
