Today, your clients’ finances and retirement accounts are more digital and complicated than ever before. Understanding the current retirement landscape and what your clients are/will be going through can help you serve them and prepare them for the road ahead. Here are six ways today’s retirement picture differs from 25 years ago.
3 Different Ways Your Clients Handle Their Money
Money is a sensitive subject. Even though your clients are coming to you for financial help, they may initially be reluctant or nervous to talk about their financial situation. Knowing your client’s spending style can help you better put them at ease and serve them.
The 5 Generations You Might Meet With
All of your clients fall under one of these five generations: baby boomer, Gen X, Gen Y, millennial, or Gen Z. Understanding who the generations are, how they differ, and how they act can help you more effectively connect with them and meet their financial goals.
How to Make Your First Impressions Impressive
Your prospects form a base opinion of you based on how you look, how you talk, your facial expression, and how you act. So, to make sure your first impression goes well, make sure you take these factors into account.