Top 10 Strategies to Consider When Discussing Retirement Plans with Clients.

Authors :: Shelp, Peter D.
Source :: Journal of Financial Service Professionals; Jul2012, Vol. 66 Issue 4, p10-12, 3p
Publication Year :: 2012
Abstract: One of the most common pitfalls that financial planners encounter is the very low percentage of clients who have completed a formalized plan. Along with strengthening the relationship with our clients, there are many other tangible benefits to designing a retirement planning path. Retirement plans should be monitored periodically to increase the probability of successful goal achievement. [ABSTRACT FROM AUTHOR]