When it comes to advising high-net-worth clients, financial advisors have a lot at stake. That's especially true when it comes to helping clients steer clear of common mistakes and pitfalls. "Addressing common client mistakes looks different with high-net-worth clients because … Continue reading → The post 5 Common Mistakes High-Net-Worth Clients Make appeared first on SmartAsset Blog.
Retirees are confused about enrolling in Medicare, according to a 2022 survey from Sage Growth Partners and Healthpilot. Notably, 33% of respondents have a financial advisor, but only 2% use that advisor to help plan their selection. Understanding Medicare can … Continue reading → The post Retirees Are Confused About Medicare. Here's How Financial Advisors Can Help appeared first on SmartAsset Blog.
Retirees don't accurately understand their risks in retirement, according to a recent analysis from the Center for Retirement Research at Boston College. The brief, authored by Wenliang Hou, finds a disconnect between how retirees rank perceived risks and their objective … Continue reading → The post Retirees Don't Know Their No. 1 Retirement Risk: Advisors Can Help appeared first on SmartAsset Blog.
Successful financial advisors recognize the importance of maintaining a steady stream of new clients in order to keep their businesses running smoothly. Developing sales skills is essential for bringing in new business and encouraging clients to entrust you with their financial goals. If you're not a natural salesperson or you simply want to level up […] The post 5 Best Financial Advisor Sales Training Programs appeared first on SmartReads by SmartAsset.
Becoming a registered investment advisor (RIA) is something you might consider if you'd like to help investors manage their assets. If you're interested in how to become an investment advisor, getting a college degree in finance or a related field is usually the first step. There are, however, some other requirements you'll need to meet […] The post How to Become a Registered Investment Advisor in 5 Steps appeared first on SmartReads by SmartAsset.