How Milestone Planning May Benefit You and Your Clients
Life events clients can anticipate, such as marriage and buying a home, affect their financial decisions. The Insights Panel discusses what these changes mean for clients’ financial planning and how advisors can guide them through these moments. Speaking in this episode are J. Michael Collins, financial capability expert and Faculty Director of the Center for Financial Security at the University of Wisconsin–Madison, Susan Zimmerman, financial psychology expert and co-founder of Mindful Asset Planning, and Jamie Hopkins, advisor champion and Director of Retirement Research at Carson Wealth.
- Prospecting With Your Clients’ Children
- Putting Together a Successful Prospecting Strategy
- The Importance of Personal Influence