Use retirement tools to tell a client's life story
Jamie Patrick Hopkins
Retirement calculators are most effective when they help investors visualize meeting financial and personal goals. When advisors "really get clients engaged is when they take that number from the calculator or a different program and generate a story or plan around it," said Jamie Hopkins of The American College of Financial Services.
Smart Brief, "Use retirement tools to tell a client's life story" (2015). In the News. 91.