Search results

• 

  The importance of layoff preparation for your clients

  As layoffs are a topic of conversation due to the current economy and fears of a recession, today is a great time to help prep your clients for a layoff or future gaps in employment. These tips can help your clients set themselves up for success before and during a layoff.

  Client outcomes June 29, 2023

  • retirement income
  • retirement planning
• 

  When a client has a large expense, consider securities-backed lending

  When a client faces a large expense — whether a sudden need or a long-planned purchase — there are several funding options that they’re likely to consider. Clients might not be aware, however, of securities-backed lending (SBL).

  Client outcomes June 27, 2023

  • consumer spending
  • habits
  • investing strategies
• 

  Why Clients Need a Financial Plan for College

  Learn how financial professionals can help make college planning easier for their clients.

  Client outcomes October 14, 2022

  • client relationships
  • college planning
  • investing strategies
• 

  Hispanic clients share concerns about financial security

  Nearly nine in 10 Hispanic adults said they are concerned about current levels of inflation in the country.

  Business Growth September 26, 2022

  • client relationships
  • diverse markets
  • NF Brand: Pulse
  • practice management
• 

  Looking for a conversation starter with your clients? Happy National Financial Awareness Day!

  Setting goals, making small changes, and talking to a financial professional are all ways to help clients build confidence in their own financial literacy.

  Practice Management August 14, 2022

  • consumer spending
  • habits
  • retirement planning
• 

  Clients rethink Social Security plans amid uncertain environment

  View insights from our 2022 Social Security survey and resources to help build your client relationships.

  Client outcomes July 20, 2022

  • client relationships
  • practice management
  • retirement planning
  • Social Security
• 

  Unconscious bias: Acknowledging, owning, and overcoming our biases

  Learning about our biases is the first step toward overcoming them.

  Practice Management February 17, 2023

  • client relationships
  • practice management
• 

  Inflation increases financial stress for many families

  Worries about inflation and a potential recession are top of mind for American families. Read more insights from our recent Family Finances flash poll.

  Client outcomes August 24, 2022

  • income planning
  • inflation
  • recession
  • retirement planning
• 

  Richcession? Rolling recession? What to expect for the economy going forward

  Recession worries can affect investor sentiment. Here’s how to clarify what to expect from the economy in the future.

  Capital Market Impact September 13, 2023

  • consumer spending
  • economic commentary
  • economic growth
  • inflation
• 

  Understanding business owners’ financial priorities amid economic uncertainty

  As a trusted resource, you can bring specific knowledge, tailored resources, and added value to your clients.

  Client outcomes June 5, 2023