Helping your clients stay the course with long-term financial goals can be a challenge. According to a 2015 study from Northwestern Mutual, as many as 21 percent of Americans are “not at all confident” that they will achieve their financial goals. So how can you confidently guide your clients to financial security and stability in 2017 and beyond?
Professor Jamie Hopkins, co-director of The American College New York Life Center for Retirement Income, asked 12 leading financial planners and professors at The American College of Financial Services to give their tips for helping your clients secure an optimal financial outlook. These faculty members possess in-depth knowledge in all key financial planning areas and educate thousands of financial services professionals every year.
View our SlideShare to get their insights and learn how you can help your clients maximize success in 2017.
Many investors lack the knowledge necessary to achieve financial security. They look to financial professionals for expert recommendations and value the credibility of recognized credentials like the CFP®, ChFC® or RICP®.
Learn how you can strengthen your knowledge base and become a trusted advisor for all your clients’ financial needs.
Often investment advisors are held back in serving the client's philanthropic inclinations by the fear – partly justified – that significant gifts to charity will come at the expense of overall...