Safeguard Clients Against the Financial Mistakes of Divorce
Divorce is a painful emotional process, but it can also lead to huge financial losses for your clients if cautious steps aren't taken.
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Help Divorced Clients Start a New Financial Life
After the divorce is settled, it's time for clients to pick up the pieces and begin the process of establishing their own budgets and financial accounts. Here are some pointers on where to start.
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Appreciative Inquiry: Getting Clients to Act on Their Own Vision
Get clients to make their own predictions for the next year through a technique called appreciative inquiry. Ask them a series of questions that will help them visualize how their year will unfold. The better clients are at predicting their own future, the more likely they are to take the actions necessary to make that vision a reality.
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How to Sell a House--Fast
Tips on selling your house fast in a down market.
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A 'Postnuptial' Agreement Can Save a Marriage
For better or worse, this document can help clients communicate about money.
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6+ Insights for Working With Women Clients
Women are a large and growing market for advisors. Whether they're planning or saving for retirement, already in retirement, going back to work, or going back into retirement for the second time, they represent a great business opportunity. But you better get it right if you want to keep them.
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What Older Women Want
Pre-baby-boomer women can be very good clients if you take the time to cultivate relationships with them. Here are some guidelines for prospecting, educating, and working with older women.
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