We asked a few seasoned advisors about the most effective ways they know to explain risk, and how they know when clients understand it.
Having these conversations now can save you future stress
Michael Berton, a Senior Financial Planner with Assante Financial Management in Vancouver, knew his client’s mental faculties were slipping when he started getting weekly phone calls.
Michael Berton, a Senior Financial Planner with Assante Financial Management in Vancouver, knew his client’s mental faculties were slipping when he started getting weekly phone calls.
Could how much you manage as an advisor dictate what you need to talk to your clients about?
Another week goes by and you haven’t drummed up new client leads. You’re satisfied with the number of clients you have, but managing your business is getting stressful. The most worrisome thing? Despite being busy, you’re not hitting your revenue targets. There’s a question nagging in your mind: How will I find the time to take on more clients to reach my goals?
It’s one of those questions that keeps clients up at night: if my partner gets seriously ill, how can I pay the extra health care costs? Most people have the luxury of time to address this issue, but seniors don’t. They are living longer lives—many with chronic health conditions—that make insurance a wise investment in […]