Samantha Lamas

2 months ago | timesdaily.com | Samantha Lamas |Ryan Murphy

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2 months ago | djc.com | Samantha Lamas |Ryan Murphy

Subscriber content preview 3 steps to uncovering your financial goalsIf your financial goals are hard to pin down, or seem to drift, you're not alone. By SAMANTHA LAMAS and RYAN MURPHYMorningstar What are your top financial goals? If your goals are hard to pin down, or seem to drift, you're not alone.  . . . To read this story in full login or purchase a subscription.

2 months ago | mercurynews.com | Samantha Lamas |Ryan Murphy

By Samantha Lamas and Ryan Murphy of MorningstarWhat are your top financial goals? If your goals are hard to pin down, or seem to drift, you’re not alone. Research suggests that, even when considering important goals, people tend to answer with whatever is top-of-mind, which may not always reflect their true, long-term goals.

2 months ago | timesleader.com | Samantha Lamas |Ryan Murphy

Tired of ads? Subscribers enjoy a distraction-free reading experience. Click here to subscribe today or Login. What are your top financial goals? If your goals are hard to pin down, or seem to drift, you’re not alone. Research suggests that, even when considering important goals, people tend to answer with whatever is top-of-mind, which may not always reflect their true, long-term goals.

Jan 7, 2025 | morningstar.com | Samantha Lamas

Every advisor, no matter how experienced or successful, has had to deal with an unresponsive client. You may have pulled out all the stops—sending them a reminder email, shooting them a text, giving them a call, or even mailing them a handwritten letter—all to no avail. Whether the client was always a bit flaky or has slowly disengaged over the years, advisors may feel like they’re at a loss. If you can’t reach a client, how can you make amends and improve your relationship to help reengage them?