As a mother of twin girls with active imaginations, I’ve observed quite a few games being concocted over the years. The most recent involved them creating a bridge for their toys to cross a puddle safely. The girls had many tools at their disposal: sticks, rocks, chalk, leaves etc. As expected, bridge building did not go smoothly at first.
It’s highly likely your clients have questions about retirement and more specifically around social security. But they may not be sure what to ask except for “when can I retire?” and “when should I collect?” It’s never too early to talk to your clients about retirement and a quick conversation about key areas of concern can be a great spring board into a discussion around long term financial goals and retirement planning.
It’s hard to read any financial publication these days without seeing some mention of the Tax Cut and Jobs Act (TCJA). Your clients are most likely aware of the tax changes as well and have started peppering you with questions regarding their financial plan.
In our latest effort to help you grow your business, we’ve created a high-quality, unbranded prospecting video that highlights the service and technology you provide as a financial advisor to your valued clients.
This video can be used on your website, social media campaigns, or digital marketing efforts and is free to all RightCapital subscribers.
RightCapital, Inc., a leading financial planning software platform for Registered Investment Advisors and Independent Broker-Dealers, has secured $1.6 million in new seed capital funding. Camellia Venture Capital led the round with other individual strategic investors also participating. RightCapital, Inc. also announces multiple enterprise deals with both Registered Investment Advisors and independent Broker Dealers.
Do you feel comfortable talking with your prospects about Social Security? Do you avoid going deeper with clients in conversations about Social Security because you find it difficult to illustrate potential outcomes in a way that motivates them to act? What if you could provide prospects with an interactive tool to show the impact different Social Security scenarios would have on their Retirement success?
Are you capturing new clients with tax-efficient drawdown strategy conversations? Is your practice not growing as fast as you would like? Are you missing that unique story that captures prospects attention?
We might have an answer for you.
Timothy Baker, CFP® founded WealthShape after spending over a decade traveling across the United States, helping investors from all walks of life to understand the benefits of disciplined investing, the importance of planning, and above all, the significance of focusing on the things they control to improve the quality of life.
Katie Brewer is a certified financial planner. She started Your Richest Life because she believes that young professionals should have access to a financial coach. Below is our interview with Katie.