Retirement and estate planning: Three discussions to have with clients now
July 20, 2020
The COVID-19 pandemic has likely made retirement and estate planning a top-of-mind issue for your clients.
Latest
What are your peers’ best practices during the COVID-19 crisis?
Four months into the COVID19 pandemic, social distancing and work-from-home have become routine for financial advisors and many of their clients. But it wasn’t always that way.
Stimulus funds: Now may be the time to help clients reassess financial goals
As millions of Americans receive payments from the CARES Act, with more stimulus funding on the way, they face important financial decisions.
The new normal: Five advisor tips for delivering client service virtually
As everyone adjusts to the new normal, where working from home and social distancing replace in-person meetings, it is important for financial advisors to develop strategies to continue delivering great client service virtually.
Talking volatility: arm yourself with data from FundVisualizer
As day-to-day realities of life with coronavirus take root, concerns about the financial implications of the pandemic are top of mind for Americans.
Coronavirus: Answering investor questions
Headlines about the global impact of the coronavirus (or COVID-19) contribute to growing uncertainty for governments, markets, and individual investors.
Advisor Tips: Getting the most out of FundVisualizer
Over 40,000 advisors have used FundVisualizer since 2011. We continually seek feedback through focus groups, demos and one-on-one conversations: what do advisors like most while using FundVisualizer?
3 tech trends reshaping client relationships in 2020
Investors expect faster, more frequent and more engaging communications. Learn three ways advisors are using technology to meet those demands.
Top five tips to boost client focus in 2020
Client interaction is the keystone of an advisor’s success. Here are five tips to increase the time and quality of your crucial client interactions
Client year-end planning made easier with FundVisualizer
In this season of year-end meetings, FundVisualizer can speed up your portfolio reviews with clients. It can help identify investments best-suited for their needs.