Social media best practices for financial advisers Connecting with clients via social media, smartphones and content marketing is not out of the financial industry’s reach, despite regulatory and communication restraints, writes Jeffrey Fleischman. Financial advisers should embrace social media as a way to reinforce relationships with clients, identify prospects and…
Study: LTC misconceptions are common among middle-income boomers Middle-income boomers underestimate by half the cost of a year in a nursing home and overestimate the hourly rate of in-home health aides by more than twice the actual cost, while many said they were unable to guess at such costs, according…
Commentary: Market volatility strongly affects savings near retirement People are encouraged to start saving for retirement early in order to reap the benefits of compound interest, but the final decade before retirement has the greatest impact and carries the most risk when a plan relies on market returns, Michael Kitces…
Congressional commission studies long-term-care options A congressional commission is scheduled to release a report by October with options for financing a sustainable long-term-care system. Rising long-term-care costs along with a low policy lapse rate and a high policy utilization rate have made the market more difficult for insurers. A Scan…
Survey: Clients say they need 5 years before making a referral Many financial advisers think their clients are comfortable making a referral after two years of working together, but clients say it takes five years, according to a white paper from Prudential Financial. Clients also appreciate a written financial plan…
How advisers can make the most of networking Successful networking shouldn’t be about finding potential clients, but about finding an advocate who will send potential clients your way, writes Maribeth Kuzmeski of Red Zone Marketing. Build ties with well-connected people in your community to receive the greatest benefit of networking,…
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