How To Give Clients Life-Changing Advice at the Exact Right Times With Cassie Jackson (Ep. 407)

There's a huge advice gap in the U.S. Even among wealthy clients who work with an advisor.

According to Bento Research, 40% of advised clients said they didn't get advice on Social Security benefits when they turned 62. While 63% said they didn't get advice on Qualified Charitable Distributions when they turned 70 ½. 

This might sound like negative news. But it’s your opportunity to engage with clients (and prospects) to offer the advice your competition isn’t.