Sales & Practice Management

Building profitable practices in a retirement-first world.

A Guide to Using AI to Support Better Client Conversations

Learn how financial professionals can use AI to improve client conversations, meeting preparation, retirement planning discussions, and advisor productivity.
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Widow standing on a traditional New England widow’s walk, looking toward the ocean horizon, symbolizing reflection, loss, and transition to independence.

A Widow’s Walk to Financial Confidence

Research paper explores the complex financial and emotional realities women face after the loss of a spouse. While widowhood brings profound grief, it often also marks a sudden shift into full financial responsibility—particularly for women who may have previously deferred money management to their partners
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A Retirement Conversation Clients Remember

Help clients turn retirement uncertainty into confidence with insights from Anne Lester’s proven approach to more effective retirement income planning conversations. By using storytelling, relatable examples, and client-focused dialogue, financial professionals can make complex retirement concepts more memorable and meaningful.
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