Conneqtor

FEBRUARY 23, 2023

As a financial advisor, you’re responsible for helping your clients manage their money, everything from educated investment decisions to insurance and planning for milestones like retirement.

Financial Advisor 52

Financial Advisor Client Management Marketing Marketing 52

Nerd's Eye View

NOVEMBER 23, 2022

Among the several different types of retirement plans that are available to self-employed workers, solo 401(k) plans can offer the most flexibility and the ability to contribute the highest amount of tax-advantaged savings.

Planning 228

Planning Distribution Assets Retirement Planning 228

Nerd's Eye View

AUGUST 22, 2022

In general, this means that people are more likely to be more aware of how much cash they're holding than the other numbers in their financial life, like the balances on their retirement accounts (which, being less 'immediate' in their intended purpose, are not often at the forefront of most people's minds to the same extent that cash is).

Clients 224

Clients Management Accounting Economics 224

Nerd's Eye View

AUGUST 22, 2022

In general, this means that people are more likely to be more aware of how much cash they're holding than the other numbers in their financial life, like the balances on their retirement accounts (which, being less 'immediate' in their intended purpose, are not often at the forefront of most people's minds to the same extent that cash is).

Clients 202

Clients Management Accounting Economics 202

Nationwide Financial

AUGUST 14, 2022

National Financial Awareness Day can be a great time to check in with your clients and discuss credit card debt, check their credit score to make sure they’re where they want to be, help ensure they’re on track for retirement, and so much more. Retirement Planning. The post Looking for a conversation starter with your clients?

Clients 59

Clients Retirement Planning Retirement Budgeting 59

Nationwide Financial

MAY 16, 2023

What else are you seeing that is weighing on investors, and how is this impacting their ability to save for retirement? To add implications for consumers’ financial futures, many are concerned about their retirement plans. Our survey revealed that 78% of investors believe the next recession will be moderately or very severe.

Economics 52

Economics Retirement Clients Retirement Planning 52

Nationwide Financial

MARCH 13, 2023

As a financial professional, one of the most important things you can do for your clients is to help them manage their debt effectively and work toward building financial security. By taking a holistic approach to financial planning, you can help your clients manage their debt effectively and work toward building financial security.

Client Management 69

Client Management Clients Management Debt Management 69