Perspectives for Financial Professionals

One of the most engaging ways to connect with concepts is through the power of story telling.

After years spent carefully plotting the financial consequences of retirement, don’t let Social Security benefit taxation catch you off guard. Awareness of the issues and options can make all the difference.

Talking about life’s unexpected events along with financial implications can be uncomfortable, but it can help guide meaningful conversations.

Consumers demand control, flexibility and customization. What works are personalized solutions. And embracing that reality is crucial to consultative relationships.

A story can help put both a client and a financial representative on the same page.

Considering the historic long-term direction of markets in general, an index-tracking passive investment doesn’t try to “beat” the market; it simply tries to “be” the market. And that can be a good thing.

Risk is all around us. And in the financial world, certain risks can send retirement goals off course.

Given that so many possibilities exist, how can financial professionals seek to capture opportunities to make the most of them?

Control, transparency and stability and what they mean for you are far too personal to be judged from a company’s advertising or public relations.