Ideas and tips from Marie Swift, a nationally-recognized consultant who's worked with some of the top financial advisory firms nationwide for nearly twenty years. This blog spotlights financial services firms and allied institutions that Swift deems as adopting "Best Practices" in the industry. Swift also shares some of her own tools and ideas aimed at helping independent financial advisors.
Many financial advisors are
focused on developing a retirement planning business, but are not sure where to
start. Loring Ward offered a webinar on February 27, 2013 to provide the process and tools advisors can use to help
attract, manage and retain retirement plan business.
Lifecycle of a Plan: From closing the business through maintaining the
plan, Loring Ward’s Heather Hooper,
VP, Retirement Strategies and Tim Wochok, CFP®, Regional Director at Loring
Ward Total Retirement, provided insight
into the following key areas of building and sustaining a strong presence in
the retirement plan arena:
On February 12, 2013,Loring Ward,
a San Jose, CA based Turnkey Asset
Management Provider (TAMP) dedicated to helping independent advisors become the
most trusted and valued professional in their clients’ lives, introduced their new “Personal
Values Investing” approach to portfolios, which provides a resource for advisors who
want to help clients reach their investment goals while staying true to their
Some investors want to invest
only in companies whose business practices are in line with their most deeply
held social and environmental beliefs and values, but they also want their
investments to help them meet their financial goals. Advisors may be
challenged to develop portfolios that achieve these dual objectives.
“Personal Values Investing” is how they can marry the two. In
this webinar recording, Sheldon McFarland,
VP, Portfolio Strategy and Research, and Joni Clark, CFA, CFP®, Chief Investment Officer, looked at the
trends in Personal Values Investing, discussed Loring Ward’s Socially Responsible
Investing (SRI) models and introduced the new Sustainability models.