Advisors

Advisor Connect

We’re pleased to share our Advisor Connect library of short, video topics which present practical business-building ideas you can put to use today. We invite you to explore and watch. If you’re not already on our subscriber list and receiving these informative videos in your inbox each month, please click on any of the videos and subscribe.


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To Roth or Not to Roth:

To Roth or Not to Roth:

  • 5/14/2017 4:13:00 AM
  • View Count 1467
  To Roth or Not to Roth:Download The Companion DocumentA compelling feature of a 401(k) type retirement plan has always been the opportunity to contribute money from your current income on a pre-tax basis today - let it work for you over the years - and then pay taxes on the accumulated balance as you withdraw it in future. That’s a real attraction to many company owners and their workers. But what if you flipped this - and contributed money to your retirement savings account wi...
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Financial wellness – it’s essential to saving for retirement

Financial wellness – it’s essential to saving for retirement

  • 4/14/2017 4:11:00 AM
  • View Count 1612
   Financial wellness – it’s essential to saving for retirementDownload The Companion DocumentIntroducing a workplace retirement plan can be a compelling way for individuals to take control of their retirement savings, but for so many people that don’t have control of their personal situation, the retirement plan at work doesn’t have a chance to be successful without a helping hand and tools to achieve financial wellness.We tend to talk about retirement pla...
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It’s Not a One-Size-Fits-All World

It’s Not a One-Size-Fits-All World

  • 3/14/2017 4:09:00 AM
  • View Count 1611
  It’s Not a One-Size-Fits-All WorldDownload The ChecklistThis won’t come as a surprise, but we all have different tastes and needs. The examples are all around us. Take TV, for example. To me, it means movies. To you, it might mean sports or news. But that’s ok because we can customize our experience. After all, it’s not a one-size-fits-all world.The same applies to retirement plans like a 401(k). Ask two company owners what it means and you might get two diffe...
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Auto-Enrollment and Auto-Escalation

Auto-Enrollment and Auto-Escalation

  • 2/14/2017 4:07:00 AM
  • View Count 855
  Auto-Enrollment and Auto-EscalationDownload The Companion DocumentWhen we think about the important goals we’ve reached in our lives, like graduating from college or achieving a career milestone, the journey likely took time, perseverance, and a whole lot of hard work. But the payoff in the end are the rewards we’ve earned and the sense of pride we feel in the accomplishment.Saving for retirement is like this, too. The journey absolutely takes time and perseverance, but t...
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Answering the "Why Us?" Question

Answering the "Why Us?" Question

  • 1/14/2017 4:04:00 AM
  • View Count 1168
  Answering the "Why Us?" QuestionDownload The Companion DocumentWhether retirement plans are core to your practice or part of a larger strategy to help clients, you’ll compete more effectively if you successfully communicate how you differentiate yourself from other advisors. From the perspective of many business owners, most financial advisors provide pretty similar services and say many of the same things. The key is to help them understand why a relationship with yo...
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