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Summary: The very nature of the word planning connotes preparing for a future. As planners, we evaluate current spending and saving, provide a variety of return assumptions based on past history, and confidently tell people how much they need to save so they can retire at a certain age. It sounds so pretty and straightforward. But is it the right thing for clients?
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Summary: With so much turbulence lately in the brokerage industry, many advisors may be thinking about their next move, including a switch to independence. Still, advisers who have spent their careers with a wirehouse or regional broker-dealer may wonder if the perceived risks outweigh the potential upside.
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Summary: The most influential people in our lives are the advocates and educators who speak on our behalf and teach us how to stand up to the challenges we face. Advisors fill that role for clients as they guide them through the various challenges of their lives: retirement planning, saving for children’s education, creating a legacy to hand down to children and other beneficiaries.
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Summary: Sometimes, when it comes to your own career path, the traditional route is not the optimal one. I had a lot of experience but not much formal education when I joined my current firm, Simply Money, in 2005, as assistant to the CEO.
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Summary: A couple of decades ago, estate-planning attorneys might have gotten by with a legal assistant or two. Today, you may need an army to provide excellent client service. I prefer to call my colleagues and assistants our estate-planning “team”.
