The Investor Paradox: Self-Directed Investors Value Personal Advice But Many Don’t Take Advantage
While many self-directed investors recognize the value of professional financial advice, a substantial portion remain hesitant to utilize it. According to recent findings from Cerulli, more than half of investors managing their portfolios value speaking with a human...
Simplifying Retirement Strategies for Financial Freedom
Imagine one of your clients, a couple in their late 50s. They’ve worked hard, saved diligently, and now have a nest egg they’re proud of. But they hesitate when you ask them how they plan to turn those retirement savings into income for the next 30 years....
Funding Crisis in the Near Future: Social Security Insights for 2025
With a new administration in office and ongoing shifts in the political and economic landscape, navigating the complexities of Social Security can feel daunting for professionals and consumers alike. Staying informed and keeping abreast of new developments will allow...
Networking to Meet High-Net-Worth Individuals? Avoid These 5 Mistakes
Networking with high-net-worth individuals (HNWI) presents a unique and powerful avenue to develop long-term relationships, providing a stable and consistent source of income, which increases business growth and revenue, as well as the opportunities to enhances your...About Author
A&A Editorial Team
The Agent & Advisor Editorial Team is a highly skilled and dedicated group of professional writers and editors within the life, health insurance and financial services industry. Committed to delivering accurate, informative and engaging content, this team possesses a deep understanding of the intricacies and complexities of the industry.
