Financial Planning Archives - Page 2 of 7 - Genivity
3 Ways to Build Trust with your Clients

3 Ways to Build Trust with your Clients

As financial advisors, your day-to-day may be filled with spreadsheets, legal documents, market reports, and other paperwork. It may seem overwhelming and repetitive at times, but it’s important to remember the one thing that makes your job worth doing: client...
How to Talk about Long-Term Care Insurance with Clients

How to Talk about Long-Term Care Insurance with Clients

A large part of your job is advising clients to take action in their best interests. While there are certainly many rewarding financial client planning meetings, there will always be a few uncomfortable ones. Talking to your clients about long-term care insurance and,...
Top Five Long-Term Care Insurance Issues for Advisors

Top Five Long-Term Care Insurance Issues for Advisors

The greatest unknown facing financial advisors and retirees alike is just how long retirement will last. A close second is how much care your clients will need in their final years. While most people expect to have some care as clients age, the world of long-term care...
How to Plan for your Client’s Significant Life Events

How to Plan for your Client’s Significant Life Events

People are always seeking ways to see into the future. Some great literary works center around a plot of having a character with advanced knowledge of things to come. While this would certainly help plan for your clients future, as we know, no one knows exactly what...
The Hidden Costs of Heart Disease for a Financial Plan

The Hidden Costs of Heart Disease for a Financial Plan

Heart disease is not only the leading cause of death for both men and women, claiming 1 in 3 American lives, according to the American Heart Association, it’s also a leading cause of disability. So how can you, as a financial planner, help protect your clients from...
The Shifting Landscape of Client Concerns

The Shifting Landscape of Client Concerns

While preparing for retirement, it’s likely that your client will have a myriad of retirement concerns. This is normal, and even healthy, as it shows that they’ve put thought into their upcoming lifestyle. But we live in a rapidly evolving society and the concerns of...

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