Monthly Archives: April 2021

How to Stay Focused on Results and Increase Your Success

Ann Bachrach, The Accountable Coach Seeing the light at the end of the tunnel of a work goal can be difficult. Motivation is high in the beginning of a project, and then seems to taper off as time goes on. However, there are techniques that can be employed to be able to stay on […]

A 3-Pronged Approach to Faster Growth

Mike McGlothlin, CHFC®, CLU®, CFP®, LUTCF® Like so many other things, the pandemic slowed down business growth for many — and not just in our industry. It’s possible your clients, or prospective clients, are worried about their own industries, making them more reluctant to reach out for financial planning. In 2019, 41% of financial advisors […]

Planning for the Year 2025 Starts Today

Mike McGlothlin, CHFC®, CLU®, CFP®, LUTCF® Wayne Gretzky was quoted as saying, “I tried to deliver the puck where the person is going to be versus where they are today.” It’s a good strategy for hockey, and it’s also very appropriate as you work to transform your business into a High Performing Practice. Currently, before […]

Tip of the Week

On the Way to Financial Freedom When Beginning a Career The array of choices for investing and paying down debts can seem overwhelming to recent college graduates. However, there is a clear order to follow. This rank ordering is the most tax-efficient financial moves an employee should make when beginning a career: First, enough should […]

Stay In The Loop For Retirement Spending And Housing

Susan A. Pomfret, RICP® Most people concentrate on wealth accumulation while still in the workforce. But will that be enough for retirement spending? Here are some things to consider: • Housing is the greatest expense. • Clothing and transportation spending decline with age. • Healthcare spending increases with age.In the below chart, you’ll find some […]

4 Forms of Accountability You Need for Even Greater Success

Ann Bachrach, The Accountable Coach Accountability is more than just a friend that calls you up occasionally to make sure you’re sticking to your weight loss goals. It’s also more than the occasional roundtable discussion with business colleagues checking in how everyone in the group is doing in terms of hitting their quarterly financial goals. […]