Retirement Planology, Inc.’s Post

What do investors want from their financial advisers? According to a new survey, personalized financial advice and goal-based planning. Investors are basically "meh" when it comes to behavioral coaching and maximizing returns, however; they do want advice tailored to their specific needs and circumstances, and want to feel "heard" and "understood" by their adviser. Ongoing support and direction provided by advisers throughout the financial journey were also highly valued by survey respondents. Investors are willing to pay a premium for advice that is attuned to their unique financial situations - advisers, are you providing that advice? #financialadvisors #financialplanning #financialadvice https://lnkd.in/etdFh2tV

Integrating life-coaching skills into your financial practice will help you create the holistic relationships clients crave and need. David Zimmerman, MSc, CPC  Liz Schehl #financialplanning #clientrelations https://lnkd.in/enJagjTj

As financial leaders, we stand at a pivotal moment. Due to increasing complexity, clients aren’t just seeking financial guidance—they're seeking a partner who resonates with their personal journey. Leaders who dare to think differently and prioritize personalized, relationship-driven experiences will be the ones who set the new standard. It’s time to elevate the client experience by listening more, understanding deeply, and aligning services to truly reflect the individual needs and values of each client. The future isn't about providing one-size-fits-all solutions—it's about tailoring an approach that fosters trust, transparency, and authentic connection. In collaboration with David Zimmerman, MSc, CPC, our recent article in Rethinking65 dives into The Future of Financial Advising, where we explore how the industry must continue to evolve. #Leadership #FinancialAdvising #ClientExperience #Personalization #Rethinking65 #FutureOfAdvising #EvolveAndLead #LizSchehl #DavidZimmerman

Integrating life-coaching skills into your financial practice will help you create the holistic relationships clients crave and need. David Zimmerman, MSc, CPC Liz Schehl #financialplanning #clientrelations https://lnkd.in/eTUw2xWc

Integrating life-coaching skills into your financial practice will help you create the holistic relationships clients crave and need. David Zimmerman, MSc, CPC Liz Schehl #financialplanning #clientrelations https://lnkd.in/esHykhRS

Have you ever felt that you're paying too much for your Financial Advisor? You're not alone. Find out how advisory services SHOULD be priced, from a firm that is not afraid to talk about it. Read our blog today! https://hubs.ly/Q02X0HV30

Navigating the world of financial advisors can be overwhelming, but understanding the different types of advisors, their compensation structures, and their roles is crucial for making informed decisions about your financial well-being

According to the Bureau of Labor Statistics there are 5,290 Financial Advisors in the Washington, DC Metropolitan Area. So how do you find the right Financial Advisor for you and your family? A quick web search on Google leads to...

Have you ever felt that you're paying too much for your Financial Advisor? You're not alone. Find out how advisory services SHOULD be priced, from a firm that is not afraid to talk about it. Read our blog today! https://bit.ly/3VmAA39

Choosing to collaborate with a financial advisor is an essential step toward creating the financial future you dream of. To help you make the most well-informed choice, here are three criteria to keep in mind as you navigate your decision.