Post-Retirement Resources for Clients
Having counseled numerous clients through the retirement process, I realized there was a missing piece – purpose! To be happy, retirees need something meaningful to wake up for every day. Here are some resources – paid and unpaid – to let them do that.
“Comprehensive” Financial Planning Can Be a Misnomer
Unless your planning contemplates the negative physical and mental health ramifications of widowhood, which include “psychological distress, physician visits and institutionalization, and higher rates of morbidity and mortality,” it’s not comprehensive.
Client Retention Checklist for Breakaway Advisors
You’ve put time and effort into cultivating great relationships with your clients. As you prepare to leave the wirehouse for independence, learn how to mitigate risk, announce your departure, and create a seamless transition process for your assets.
Schwab Tech Smarts, Insight #2
The past year has taught us to reimagine how we connect, learn, and work. As an independent RIA, having the right digital tools and platforms can offer a simpler, faster, and more secure way to support your clients and manage your business.
This case study explores how Clear Sky Wealth’s Stephanie Barnier has boosted her firm’s efficiency by going independent and customizing her tech stack using Schwab’s flexible, best-in-class technology platform. Now, she’s running a modern, digitally enabled practice that is known for being client-forward, fast-acting, and flexible.
Her story covers key findings about tech you can use in your journey, including:
- How tech can give you an edge right from the start
- What committing to a digital-first approach truly entails
- Being ready to support clients in any environment
- Surprising opportunities tech offers
- Her simple three-step plan for taking your tech further
To read more about Stephanie’s story and hear her advice about choosing the tech that’ll make your firm ready to support clients in any environment, follow the link below.