Rebecca Lake

1 week ago | lendedu.com | Rebecca Lake

Hearing talk about a recession is enough to make anyone feel jittery. Recessions can impact you financially in big and small ways, and recovery may take months or even years. When times get tough, a good defense is the best offense. Leaning into investing during a recession may seem counterintuitive if you want to protect your assets, but there are some good reasons to keep one foot in the market. Read on to learn where to invest during a recession and what investments you may want to avoid.

1 week ago | tucson.com | Rebecca Lake

How people are preparing for retirement: Survey insights Retirement is an important financial milestone that typically takes decades of planning and saving to reach. And there are many decisions to be made along the way: When should you start saving? How much will you need? How much should you set aside each month? When should you retire? Uncertainty about the market and a rising cost of living can turn up the pressure and further complicate the process. So how are we doing?

3 weeks ago | smartasset.com | Rebecca Lake

You want to scale your business and become the advisor prospective clients line up for, but you’re unsure how to achieve your goals. Maybe you’ve heard about coaching for financial advisors, and are wondering how it may benefit you. Coaching can help you clarify your business objectives, position your firm to attract and retain more clients, and achieve a better work-life balance. The key is finding the right coach to work with.

3 weeks ago | smartasset.com | Rebecca Lake

Adding estate planning to your slate of services can be an effective way to scale your business. Not only is it possible to provide more value to your existing clients, you may attract new ones to your firm, as well. A variety of possibilities exist when it comes to how to get estate planning clients to flock to your firm. Add new clients and AUM at your desired pace with SmartAsset’s Advisor Marketing Platform. Sign up for a free demo today. Client acquisition is a challenge for many advisors.

3 weeks ago | smartasset.com | Rebecca Lake

Offering estate planning services can increase the value you bring to your clients and help you scale your business more effectively. Your clients may be fully aware of the need for an estate plan, but feel reluctant to have what’s often a sensitive conversation. Drafting a list of tactful, yet insightful, estate planning questions to ask clients can help you better understand their needs, goals and concerns.