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Author

Mark Stewart

Mark Stewart

    Business Development

    How Retirement Outlooks Differ for Retirees & Pre-Retirees [Infographic]

    by Mark Stewart September 15, 2021
    written by Mark Stewart

    Updated March 11, 2024, at 10:28 AM

    Pre-retirees and retirees seem to have totally different outlooks on retirement and how they perceive their given situations.

    The data shown in the infographic below comes to us from Gallup’s annual Economy and Personal Finance survey, and the results are a bit shocking.

    Not only do pre-retirees have a more grim outlook on living comfortably in retirement, but they’re also less optimistic about having Social Security or employer-sponsored pensions to fall back on for retirement income.

    Continue Reading
    September 15, 2021
    11 FacebookTwitterPinterestEmail
  • Business DevelopmentMarketing + Branding

    6 Tips to Help Financial Advisors Connect With Millennials

    by Mark Stewart August 23, 2021
    by Mark Stewart August 23, 2021

    Updated September 25, 2023, at3:56 PM As a member of the millennial generation, I’ll call it as I see it: millennial investors require special care from financial advisors. Sure, my generation can …

    11 FacebookTwitterPinterestEmail
  • Business DevelopmentMarketing + Branding

    Tips to Get Compelling Client Testimonials Under the SEC Ad Rule

    by Mark Stewart August 17, 2021
    by Mark Stewart August 17, 2021

    Updated September 7, 2023, at 12:06 PM Pop quiz: What percentage of consumers respect online testimonials as much as personal recommendations from their friends or family? That answer is 88%.1 And what …

    7 FacebookTwitterPinterestEmail
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