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Improve client relationships

Million Dollar Round Table (MDRT)

By Mike Beirne, MDRT Round the Table editor As there are many types of clients in a range of demographics, there also are a variety of ways to communicate with them. Allocating retirement planning I introduce asset allocation with clients by dividing retirement life into two parts: basic life and high-quality life.

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10 Monday AM Reads

The Big Picture

Barron’s ) • Why It’s So Hard for China to Shake the ‘Uninvestable’ Tag : In 2021, Goldman Sachs said the word was starting to feature in a number of client conversations about the country’s stocks. Maybe they should try turning the whole thing on and off. Bloomberg ) see also How Much is the Rule of Law Worth to Markets?

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Financial Planning Tips For Advisors with Special Needs Clients

BlueMind

Category: Client Relations Financial planning is difficult for anyone, and even more so for someone who is a special needs person or has such a family member. Throughout your career as a financial advisor, many opportunities may arise for you to take on special needs clients.

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How to help clients start a travel fund

Nationwide Financial

Key Takeaways: Saving money for travel—just like saving for other big events—requires discipline and planning, especially if your clients are interested in finding cost-saving deals. There are typically travel deals available, depending on what membership programs your client participates in.

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7 tips to help your client consider where to retire

Nationwide Financial

Key Takeaways: Choosing a city in which to retire won’t be a one-size-fits all approach; there are many factors for your clients to consider such as cost of living, climate, taxes, access to healthcare, cultural amenities, and social opportunities.

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Financial Planning For Freelancers: 8 Tips To Budget And Save

Clever Girl Finance

Then, add in your variable expenses like groceries, transportation, entertainment and subscriptions. Diversify your income streams Dont rely on a single client or type of work. Get business insurance Leverage business insurance to cover liabilities, equipment damage, or client disputes with a tailored insurance policy.

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How To Start A Cleaning Business In 15 Simple Steps

Clever Girl Finance

Find (and keep) clients 13. Factor in transportation costs Expert tip: Choose your niche first, and then scale slowly How profitable is a cleaning business? Offer to clean a friend and/or family member’s house(s) to get honest feedback on your work and learn what you need to improve before working with clients.

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