Clients worried about outliving their money can receive steady income, but these products are not all the same - some comparison shopping is recommended. And patience is key: The older the client, the bigger the payout
For many clients, working while collecting government and pension benefits is an appropriate solution to an income shortfall
How to avoid running out of ideas and keep your audience engaged
Follow these steps to improve your search-engine optimization
Running a successful insurance practice is only one of the activities that drives Mark Halpern. When he's not advising clients on the benefits of charitable giving, he's giving his time to a host of community organizations and charities
Naguib Kerba's passion for photography has led him to become involved in a wide variety of charitable organizations - from Scouts Canada to Gilda's Club. It's always about the charity, he says - not about business
Shared office spaces provide a professional work environment that's preferable to meeting clients in a home office or a coffee shop. These facilities also offer administrative services and cost much less than renting a suite of offices full-time
Defined-benefit pension plans were once viewed as ironclad. But with such certainties on the wane, clients need their financial advisors to provide updated advice on how these plans fit into their overall retirement planning
Many boomers are reluctant to stop working. Increasingly, fewer have to
A large portion of client complaints stem from suitability issues. Making sure your advice fits your clients' needs is a matter of asking questions and tracking all communications