The Changing College Planning Paradigm: Implications and Opportunities for Financial Advisors, Part 3

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In this final installment of the three-part series on The Changing College Planning Paradigm: Implications and Opportunities for Financial Advisors, I’ll conclude with a very practical application of enhanced college planning (beyond just savings strategies) that may help to solve a significant long-term challenge for many advisors. Let me start by posing a few questions […]

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Embracing the Role of Chief Educator and Context Provider

Embracing the Role of Chief Educator and Context Provider

One of the most important responsibilities an advisor has is providing the educational foundation that clients need to make sound financial decisions. While technology has made it easier for clients to access information and data themselves, it has not diminished the importance of the advisor in their role as Chief Educator and Context Provider. According […]

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