Today’s retirees seek guidance on every front – financial planning, yes, but also life planning, health, values and legacy. Is your practice ready? Our resources can help.
Personalize your planning further by offering services to multiple generations. Clients appreciate when you care about what is most important to them: their families. And engaging the next generation today can help with growth over the long term.
6 MIN ARTICLE
A great way to meet the next generations of clients is to bring families together to discuss missions and values, wealth management and transfer plans, and estate planning considerations. It’s a chance to engage the family in frank discussions about finance.
9 MIN ARTICLE
Offering guidance on estate planning can help strengthen client relationships and fuel your practice’s growth. Find ways to start tax and estate conversations with clients.
8 MIN ARTICLE
You can add further value helping clients navigate the nonprofit landscape while also optimizing any tax benefits that accompany donations.
12 MIN ARTICLE
So much of the satisfaction in the advisor-client relationship hinges on the conversations you have, when prioritizing long-term goals as well as when providing reassurance during times of volatility. Our four-step conversation framework can help you stay intentional and find opportunities even in times of uncertainty.
7 MIN ARTICLE
The advisor-client bond can be deepened further when you get to know friends and family members. Annual celebrations, regular appreciation events and educational seminars offer great ways to engage the family, while also displaying your gratitude for the relationship.
10 MIN ARTICLE
If you’ve tried to leverage centers of influence in the past with mixed results, here are some ideas for refining your approach.
8 MIN ARTICLE
If you are interested in sharing business ideas with like-minded professionals, creating an advisory board can provide a good way to build connections and, over time, potential referrals.
9 MIN ARTICLE
Storytelling can be a powerful tool for conveying information about money and investing. Find examples of stories that help keep clients engaged — and help them stay the course during market volatility.
7 MIN ARTICLE
If you have only considered managing defined contribution plans, this article will explain the benefits of retirement plan business and help you take the first steps.
7 MIN ARTICLE
As your retirement plan business matures, it’s important to articulate your core principles for this part of your practice.
5 MIN ARTICLE
If you are managing plans and looking to increase business, you may be surprised to find potential referral sources in places you might not have considered.
5 MIN ARTICLE
Hear from an advisor who built a billion-dollar business through retirement plans, and get real-world advice on how to get started and set yourself apart.
22 MIN PODCAST
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
This material does not constitute legal or tax advice. Investors should consult with their legal or tax advisors.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.
American Funds Distributors, Inc., member FINRA.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.