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The biggest risk for inexperienced investors is that short-term losses might scare them right out of the market. Right-size the risk for better long-term outcomes and you'll create clients for life.
For younger generations, images may be the best way to convey the rules of prudent investing. This series of charts can help you demonstrate the importance of saving early, buying equities, and diversifying widely.
Convince a 30-year-old to save another 5% of her income and you’ve added another decade to her retirement portfolio. Even older clients gain time with increased savings. But persuading clients to change their consumption is hard. These “saving scenarios” could help you win the discussion.
Horsesmouth Essential: “It’s not your father’s retirement” is a message that resonates well with younger prospects. Does your marketing reflect that?
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025