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What Clients Want to Hear from their Financial Advisors Right Now

Advisors may be hearing a lot from their clients right now. They may be hearing anything from panic to frustration to rage to dejection. So, with all that worry, what do clients most want their advisors to tell them? We did a round up of folks we know and trust and found the following themes.

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Working from Home: Tips for Optimal Performance

Does your VPN may feel like a VPoff? In these extraordinary times, there’s so much that’s frustrating that must be abided, working from home shouldn’t be one of them. We’ve collected a few tips on how to make your work from home experience easier.

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How to Speak Stress: Messaging Tips for Marketing Info In Confusing Times

In a normal year, about 18% of Americans experience high levels of anxiety. In the Spring of 2020, 37% number of people reported high levels of anxiety and stress about the COVID-19 outbreak. How can financial advisors tailor their messages to be received most easily and absorbed by stressed readers?

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Volatility is the New Normal

While employees adjust to the new normal of social distancing, they may also be trying to adjust to the new normal of stock market volatility. Understanding how habituation works may help those employees to be savvy investors in the long run.

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Now That It’s a Rainy Day: Calling in the Emergency Funds and Changing Hardship Definitions

If families were saving for a rainy day, that day may have come regardless of what other relief may be coming. Plan Sponsors readying to change the hardship rules in their plan documents, or who may have recently done so, may want to consider how they can assist their employees during this time.

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Color Me Calm: Help Employees Stop Touching Their Dashboards

Anxious coworkers may get more anxious when they can work from home. With the liberty to check their retirement dashboards without other coworkers seeing and a highly volatile time in the stock markets, how can a Plan Sponsor help reduce some of the anxiety among employees at this difficult time?

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Important Retirement Plan Administrative Notice

As the coronavirus (COVID-19) increases its impact on our communities, we want to keep you updated on the steps we’re taking to protect the health and well-being of our employees while continuing to provide exceptional service to our partners as our top priorities.

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Can I Ask You Something? Why Your Clients Aren’t Asking You More Questions

Your clients may want to ask you something. In fact, your potential clients may want to ask you something. And yet you might never hear it. Why is talking about money so hard?

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Pitch Perfect: How to Fine Tune Your Sales Pitches

How Can you tune up your pitch to institutional clients without feedback? Strengthen the Emotional Intelligence of your team, know when you’re facing a stone, build opportunities for creativity in your team, and let current clients test drive your pitches.

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Your Time Management Misses the Target

With marketing, networking, and budget balancing tasks fighting for space in your Google calendar, you may feel that your time management skills need a tune up. Not so fast! Instead of managing your time, manage your attention.

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Thinking of Offering an Employer Match to a 529 Plan? Think Deeply

As employers strive to offer more benefits to their employees, they may need to consider all the variables involved, including their own administrative capacities.

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Digital Pocket Change? Employees May Be Too Ready to Rely on Money Saving Apps

They may not be as cute as Baby Yoda, but digital pocket change apps may be just as appealing. Plan Sponsors may want to round out the information employees receive about them to make sure those apps rounding up purchases don’t leave employees broke or budgets broken.

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Goal Getters: Are Americans Behind in Saving for Retirement?

Are Americans meeting savings goals for their retirement? More than 50% probably aren’t even close a new survey shows.

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Free Library for Your Lunch Room: Book Suggestions

The lunch room is a great place to help employees learn financial literacy. How so? Simply add a Free Library to it and encourage employees to borrow a book. Here’s a list of a few great books to get started.

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On the cusp: Retirement Horizon Employees Want to Know

There will be around 10,000 people turning 65 each day for the next two decades. Those employees on the cusp of retirement may have different questions about retirement than their coworkers. While the questions may be important the framework for approaching them is more crucial.

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Reskilling: Your Clients May Need Your Advice On Working With This Trend

Some estimates put the amount of employees who will need retraining in the immediate future at 54%. Your clients may be up to their elbows in figuring out reskilling programs. Here are some key points to learn about the reskilling trend.

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Reliable Source: How to Capture Free Marketing Through Media Coverage

Free is almost always good. So how can you use the free marketing of media coverage in newspapers, magazines, blogs, vlogs and podcasts to your advantage without slaving over a bunch of soon to be ignored press releases?

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Grammar Mistakes on the Rise: Five Tips to Keep from Similar Disasters

Want to avoid publishing marketing materials with glaring grammar mistakes? Here’s a review of common examples and a few tips.

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Four Topics to Tackle in Financial Education for Employees

While everyone else is planning their physical fitness reboot for 2020, employers and HR professionals may be wondering how they can improve employees financial fitness. Here are four ways to tackle financial education for your company in 2020.

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Hardship and Leakage: New IRS Rules May Have Employees Asking Tough Questions

It’s terrifying how little Americans have saved for emergencies. Will a relaxing of the hardship withdrawal rules by the IRS help or will it cause more leakage from retirement accounts?

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Cultural Competency and Financial Literacy for Employers

How can an employer use the concept of cultural competency to ensure that their financial literacy programs hit the mark? Without cultural competency, an employer’s financial education programs may miss the mark and leave employees out.

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Are you really ready to grow? Scaling Your Business for Growth

How can you ready your business for growth? Here are solutions for addressing growth challenges in personnel, regulation and technology.

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Diversified Streams of Income and Your Email: Beware!

Multiple streams of income may seem like the American Dream: dollars dancing like sugar plum fairies in your head. To a lawyer, it’s something different: nightmarish compliance scenarios like mice in the nutcracker scattering everywhere.

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The New C-Suite: How to Position Your Marketing to Reach the Right Folks

With new titles like Chief Development Officer and Chief Growth Officer, it can be hard to know who to pitch to and who is a must not miss on a marketing invite. Here are a few insights about the newest members of the C-Suite.

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You Are Not a Bus: Why Choosing the Right Clients is a Key to Business Success

Choosing the right clients, and how you decide to forgo those that aren’t for you, can ensure business success, even when it seems crazy to turn clients away. Here’s why.

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Beau Adams
Executive Vice President, BCG
John Correll
Client Relations Team Leader
Kevin Bonner
Regional Retirement Sales Director
Nina Wilkinson
Client Relations Manager
Robert Terry
Retirement Plan Sales Manager


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