A lot of investors treat retirement planning like going to the dentist—they know they should be proactive, but they end up waiting until it's an emergency to take action. For RIAs, this attitude can make marketing a challenge: how can your firm convey the importance of regular financial check-ups without making the client feel like they're being hounded?
As this Barron's piece demonstrates, highlighting temporary opportunities that might be of interest to your clients is a good way to instill a sense of urgency without seeming overbearing.
