This has been a roller-coaster year for many advisors as they deal with the challenges of moving their practices to a higher level of success. The following suggestions from the two top producers featured below are some of the steps they can take to make 2022 a winning year.
Most advisors (and clients) are looking for steps to make sure they finish the year strong. Here are a few tips on how to use the final weeks of the year to make 2021 a strong campaign.
New research from Northwestern Mutual shows that COVID-19 has changed many Americans’ retirement plans, with over one-third saying it has either moved up or pushed back their target retirement age.
The Wells Fargo/Gallup Investor and Retirement Optimism Index fell to +26, down 16 points from +42 in the fourth quarter of 2020. This reversed much of the improvement seen in the fourth quarter as the markets surged following positive news about COVID-19 vaccine trials.
A new LendingTree survey finds that many Americans may let luck or superstition influence their homebuying behaviors. More than a third of Americans have decided against buying a home because of a superstition. Men are more likely than women— 51% versus 27%, respectively— to skip out on a home purchase for superstitious reasons.