DreamCatchers: Making dreams come true
July 1, 2022You make such a big impact on your client’s lives, why not inspire them to pay it forward! This month’s show features Caitlin Crommett, the…
Single living -2
June 20, 2022Most people assume that buying a house is the same process for everyone, but depending on if they’re married, an unmarried couple, or single, their…
First paycheck planning
June 1, 2022Sometimes it can be difficult for your clients to overcome their urge to spend, especially after they receive their first paycheck. This episode with Financial…
The do’s and don’ts of long-term care
May 1, 2022With so many do’s and don’ts when it comes to long-term care, it can be difficult for your clients to navigate what steps they need…
Going global
April 4, 2022As your clients approach retirement, they’re going to want to become a snowbird in Brazil or have a beach house in Monaco, and financial laws…
The immigrant experience
April 1, 2022While the majority of your clients may likely be natural-born US citizens, there are many hundreds of thousands of immigrants who have come to this…
What is your why
March 1, 2022Your clients may find it difficult to find a purpose when saving for retirement. As their financial professional, it’s up to you to be a…
Dignity protection
February 1, 2022As a financial professional, you likely have a better understanding that the “worst case scenario” sadly happens more often than the general public would think….
First paycheck planning
January 24, 2022Sometimes it can be difficult for your clients to overcome their urge to spend, especially after they receive their first paycheck. This episode with Financial…
Battle of the sexes: financial equality
January 1, 2022Typically, your male clients are more eager to speak out and join the financial conversation than your female clients. Show them you care about their…
The high price of money shame
December 1, 2021Money is a taboo topic because many people feel a great deal of “money shame,” which can prevent them from being open about their finances…
A lesson in leadership
November 1, 2021As we emerge from the Covid-19 pandemic, you may find yourself struggling to reengage in your client relationships that were lost over those months spent…