Six articles! They earn $500,000 and struggle! Winter colds and bear markets! Demystify jargon! More!
Six articles!? See a topic and want to see more articles on the same subject?? Leave a note in the Comment section below.
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This article makes the case for how financial planning brings value to the client relationship.? Most people could not imagine a couple with no children, earning $500,000 a year could be living paycheck to paycheck.? My article looks at how this is easily possible.
How a Couple Earning $500,000 Can Be Living Paycheck to Paycheck Advisorpedia (3/5/24)
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You can spot plenty of similarities to how we react to a stock market pullback and catching a cold this season.? Both more through stages and we often reach the wrong conclusions.? We also have short memories.
Bear Markets and Winter Colds: 11 Ways They Align ThinkAdvisor (3/5/24)
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Sometimes advisors add value by protecting clients from themselves. Some clients suddenly choose investments far outside their risk profile.? Sometimes they don’t understand what they are buying but still want it.? Other times they buy because their friend bought. What can you say?
Should Your Client Own a Risky Investment? Financial Advisor (3/4/24)
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Every industry has its own jargon.? It helps industry insiders get points across but can baffle the public.? Here are ways to demystify investment jargon when talking with prospects and clients.
14 Easy Explanations for Stock and Bond Terms ThinkAdvisor (3/4/24)
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Fine wine can be expensive and hard to source. Advisors hesitate bringing a bottle of wine to a client who “knows their wines.”? The famous names in wine produce at multiple price points, taking advantage of their brand reputation.? This knowledge helps make a good impression.
Nine Ways to Impress Wine Collecting Clients Without Spending a Lot Horsesmouth (3/7/24)
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Insurance agents know their products.? Finding the right policy is harder than it looks.? Here are some ways insurance agents can get people comfortable with insurance by using terms they can easily understand.
5 Simple Explanations for Insurance Terms ThinkAdvisor (3/5/24)
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