If finding ways to be more efficient hasn’t made your to do list, don’t worry. We’ve identified 5 ways for financial advisors to save time and increase productivity.
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.