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    23 Crucial Years & 10 Birthdays That Impact Retirement Income
    Business Development

    23 Crucial Years & 10 Birthdays That Impact Retirement Income

    written by Sheryl Theisen

    Age and money are taboo topics when it comes to retirement planning.

    Talking about money is quite often an emotional trigger. As a financial professional, you have to find that point in the retirement planning conversation that pokes at these concerns. But you need to do it in a way that doesn’t cause your client to shut down.

    And don’t ask someone’s age since we all know the aging process can’t be slowed or stopped. As a financial professional, you can help clients recognize that time is crucial to drilling down their financial planning details. You want them to feel secure with the inevitable.

    Continue Reading
    23 Crucial Years & 10 Birthdays That Impact Retirement Income was last modified: May 16th, 2022 by Sheryl Theisen
    May 12, 2022
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  • Business Development

    Client Segmentation Guide for Wealth Management Firms

    by FIG Marketing December 29, 2021

    Updated March 21, 2022, at 3:55 PM Most financial advisors pride themselves on providing excellent service to all their clients, regardless of their level of wealth. However, an advisor with a mature…

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  • Uncategorized

    Helping Clients After the Death of a Loved One

    by Sheryl Theisen September 23, 2021

    This guide is intended to help you prepare clients and assist with the unfinished paperwork and decisions that need to happen after the death of a loved one. The information and suggestions…

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FIG Marketing ElevateU Charlotte - June 2022

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