Jania Stout, co-founder of Fiduciary Plan Advisors at HighTower, built and automated a stewardship report in her CRM to show all of her clients all the behind-the-scenes work that the firm does on their behalf.
Investors may find themselves doing nothing due to being overwhelmed by too many choices, paperwork, fear of making a poor decision or just being too comfortable with the status quo.
Planning for retirement requires more than just placing clients in sound investments. It includes taking into account outside factors like health care costs, inflation, inheritances and charitable giving.
The SPARK Institute's classroom and online programs for retirement plan advisors and providers will be available on The Retirement Advisor University's learning platform starting Jan. 1
