Most advisors have not created formal retirement plans for their pre-retiree clients, according to the article, which is based on the LIMRA-McKinsey Experienced Financial Advisor Study.
Read the full article from Financial-Planning.com here.
Estimated reading time: 0 minutes, 20 seconds
Four Strategies to Boost Production
Teaming up with other advisors, specializing in a targeted client segments, crafting formal retirement plans and tracking milestones, including clients’ home purchases, job changes and marriages can boost productivity by up to 30%, reports Financial-Planning.com.
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