You want your clients, and their loved ones, to get the most out of retirement planning. Then the SECURE Act passed, tightening the rules and rocking the industry.
Jamie Hopkins, Director of Retirement Research at Carson Group, orchestrated an extensive study to research how clients perceive value from their advisors. He’s joined by eMoney’s Connor Sung to present the findings and talk about how you can deliver more value to your clients today.
How many times should you meet with your clients annually? Are you acting as a teacher if your clients aren’t financially literate? How are you communicating your fees? What is included in their financial plan?
Watch as Jamie and Connor dive into the results of the study – and to learn how you can show more value to your clients today.
The information included herein is for informational purposes and is intended for use by advisors only, not for public distribution. Carson Group Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Group Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Group Coaching does not provide advisory services.