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Client Relationships
Budgeting Checklist
This piece is approved to use with clients.
Use this worksheet as a preliminary tool to organize and understand your monthly expenses against your income. It is important to consider other aspects, including retirement savings.
Children & College Savings
4 ways to tackle student loan debt
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Student loans can have a big impact on your finances. Whether you’re just starting to pay off your loans, or if you’ve been at it for years, a repayment game plan may help you manage debt and get a better return on the investment in your education. We’ll look at four ways to conquer student loan debt while not losing sight of your other financial goals.
Client Relationships
Why Sick Days Matter
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Working through illness has become increasingly common in our industry, especially with the advent of remote work. Lindsay Troxell, Senior Director, Knowledge Labs® Professional Development, discusses why financial professionals tend to avoid taking sick days and how we can begin to reverse the trend.
Client Relationships
Ways Women Can Save and Build Wealth
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We’re covering women’s financial wellness. You’ll learn about real steps you can take to build wealth and save for retirement.
Advisor Value & Fees
The Value of a Financial Professional
This piece is approved to use with clients.
There have been many studies conducted about the benefits and costs of professional financial advice. Most of the research has focused on portfolio performance and return generation. But are investors who receive professional guidance also more likely to feel confident about making important financial decisions than those who go it alone?
Client Relationships
Help needed: Hiring an executive assistant
This piece is approved to use with clients.
Many of you have succeeded in your practice by wearing multiple hats. But playing the part of CEO, CMO, COO and advisor all at the same time can be exhausting. That’s where an executive assistant, or EA for short, can come in to provide you with better leverage for your time and results for your business. Blake Stratton joins the podcast to share behind-the-scenes insights into how to hire, work with and delegate to a world-class executive assistant. You may think you can’t afford to hire, but you might learn you can’t afford not to hire an EA for you and your practice.
Client Relationships
Five steps to effective communication
This piece is approved to use with clients.
Whether speaking at an event, in a group, or a one-on-one with a client, communicate effectively is a critical part of your role as a financial advisor. This has become an even more pronounced with the COVID-19 pandemic, as many of these conversations have moved into the digital realm.