Help clients feel confident and in control of the retirement planning process
Advisers need to help people move past the emotional roadblocks that can make the process more complicated than it needs to be.
The thing I loved most about the old Star Trek series was the interaction between Mr. Spock and Captain Kirk. Mr. Spock always used sound logic to make his decisions while Captain Kirk often made gut decisions relying mostly on his emotions. Being human, we are all like Captain Kirk in that almost a
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