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Thought Leaders in a World of Canned Content


CWG Insight Series: How to demonstrate added value to clients Thumbnail

CWG Insight Series: How to demonstrate added value to clients

Recently I was speaking with a journalist writing an article for TD Ameritrade on the topic of value. Specifically, the question posed was “How can financial advisors demonstrate added value to their clients?” This is a question I felt quite qualified to answer as it is a continual focus at our firm.

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CWG Insight Series: Is your old pension plan the best choice for retirement income or should you take matters into your own hands? Thumbnail

CWG Insight Series: Is your old pension plan the best choice for retirement income or should you take matters into your own hands?

For those who are lucky enough to have one, a pension plan can be a wonderful piece of the retirement income pie. For most there is not much thought involved with the pension plan decision; turn it on when you retire and select the option that continues 100% of the income for your spouse if you pass away. While that works just fine, you’re most likely leaving money on the table and you lack control of the asset. Let me explain why…

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