Remind Clients That Even Small Changes Can Have a Big Impact
by Craig Hall
April 22, 2021
Worrying about retirement is a common fear — even for those working with a trusted advisor. Clients who are on track to meet their retirement planning goals can feel as if they aren't doing enough, and sometimes it's useful to remind your clients that even small changes can have a big impact on their long-term financial picture. As this Wall Street Journal article demonstrates, using content to explain simple steps can help ease clients’ fears about the big picture.
