Retirement classes provide valuable training for advisors of all levels.
Joel Barjenbruch is a firm believer in the pursuit of knowledge and being a lifetime student, and he finds it crucial to leverage his studious mind in aiding his community.
When I first started my business, there were not many women in charge. If we were, we were often brushed aside and not taken seriously by our male peers.
The more you learn about a client’s financial history and retirement savings, the easier it becomes to customize a financial plan.
Premier client service requires us to understand a client’s full perspective, especially when providing retirement advice. What are they focused on in that moment? Why are they interested in partnering with a financial advisor?
As you consider how you will invest in new digital solutions and technology in the new year, I suggest looking at these areas to help identify how you can continue to innovate in this disruptive market.