Monthly Archives: August 2021

9 Ideas to Help You Be an Even More Effective Communicator

Anne Bachrach, The Accountability Coach https://www.hipcast.com/podcast/HWbNCYV5 Do you command a room when you begin speaking? Have you met individuals who, no matter if they’re talking about the weather or about intense business topics, have everyone on the edge of their seats? Have you ever wanted to be an even more effective communicator? If so, I […]

Tip of the Week

Client Considerations of Risk and Insurance … and a Suitable Response to Their Needs There are numerous types of life insurance policies—seemingly something for every “taste.” But which is right for me? Among other considerations, there are issues of product dependability versus potential risk that expectations won’t be met; flexibility of premiums versus required payment […]

13% of $60 Trillion Is Up for Grabs

Mike McGlothlin, CHFC®, CLU®, CFP®, LUTCF® The Wall Street Journal reported last week that only 13% of beneficiaries will stay with the same advisor their parents used. Close to $60 trillion of wealth will be transferred from one generation to the next over the next quarter-century. That means that $52.2 trillion is at risk inside […]

Tip of the Week

Emotional Closeness of Conversation Partners and Emotional Control with Implications for Financial Services Professionals Client meetings can be highly emotional events. Clients will often share some of their most positive and negative moments in life with a financial services professional. Emotions may sometimes be a considerable barrier to helping clients achieve their financial goals. Whether […]