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Helping Clients Grasp Abstract Retirement Income Strategies With Historical Market Visualization

Nerd's Eye View

For many financial advisors, a core part of the retirement planning process involves simulating whether the client's assets will last through retirement. That emotional connection supports confidence and increases the likelihood that the client will stick with their plan and stay committed through both good markets and bad.

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Optimizing The Planning Process To Address Challenges For Clients Who Are 1 Year Away From Retirement

Nerd's Eye View

When onboarding new clients, financial advisors often use a three-meeting cadence: a Discovery Meeting to gather information, a Presentation Meeting to discuss the plan, and an Implementation Meeting to finalize it. while also setting the tone for a long-term planning relationship built on trust and deeper client engagement.

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Optimizing The Planning Process To Address Challenges For Clients Who Are One Year Away From Retirement

Nerd's Eye View

When onboarding new clients, financial advisors often use a three-meeting cadence: a Discovery Meeting to gather information, a Presentation Meeting to discuss the plan, and an Implementation Meeting to finalize it. while also setting the tone for a long-term planning relationship built on trust and deeper client engagement.

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Weekend Reading For Financial Planners (May 31–June 1)

Nerd's Eye View

Also in industry news this week: In the continued absence of formal SEC guidance on advisory firm use of Artificial Intelligence (AI), many firms are taking a curious, but cautious, approach toward adopting AI-powered tools A recent report identifies the growing total wealth controlled by women in the U.S.

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“How Much More Will I Get?”: Calculating The Impact Of WEP And GPO’s Repeal On Social Security Benefits

Nerd's Eye View

While future retirees can find nonreduced benefit estimates on their Social Security statements or online accounts, those already receiving benefits don't have access to this information – making it necessary to find a different way to predict how much their payments will increase once the law is fully implemented.

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The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses

Wealth Management

For more information, visit: [link] See more from Jason Diamond Louis Diamond CEO, Diamond Consultants Louis has guided many of the top teams in the industry as they’ve transitioned to other employee-model firms or launched RIA firms. Jason is a graduate of Emory University in Atlanta, Ga. with a Bachelor of Business degree in finance.

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6 Signs It’s Time to Ditch DIY Retirement Planning

Carson Wealth

Retirement planning is a journey that generally takes decades to complete and most of us start out along the do-it-yourself path. More than likely, your first step was to enroll in an employer-provided plan such as a 401(k) or setting up an individual retirement account, also known as an IRA.