The Golden Age of the Financial Advisor


The Golden Age Of The Financial Advisor

Robert Reaburn Highlighted in Broker World Magazine

Ladies and gentlemen, America is in crisis. From the explosion of Government spending and deficits, before and after the COVID pandemic, to the growing toll that rising inflation is inflicting on everyday Americans, there is a growing sense that life is getting harder, more expensive and that the American Dream is out of reach for most Americans.

How will all of these events impact American families and their ability to put food on the table, send their kids to college, and realize their financial and non-financial dreams? As these uncertainties bombard the psyche of the American family, the need for a financial hero has never been higher.

In other words, there has been no better time in history to be a financial advisor that can help your clients reduce risk, provide a structure for their financial future, and bring optimism back to your client’s lives by deploying a holistic asset ownership framework through the use of protection, income, and growth solutions based on a client’s needs and time horizons.

In a recent survey conducted by NBC News, over 72 percent of Americans believe that the country is headed in the wrong direction.1 Digging deeper into the numbers, over 60 percent of Americans believe that their family income is falling behind the cost of living, with only 30 percent feeling that they are even keeping up. Americans will need coaches to help guide them through treacherous waters.

Amidst a sea of trepidation and fear, well equipped and trained advisors are set to realize a golden age of business growth as clients increasingly rely on wealth advisors to help coach them through an endless set of financial challenges. The challenge for advisors seeking to help more clients during this time of rising uncertainty will be to ensure they have easy access to a wide array of wealth solutions that include life insurance, annuity, and investment products. Those that don’t run the risk of being left behind.

At LifePro Asset Management, we are helping advisors meet the challenges and opportunities offered by this new golden age of financial advice by providing a turnkey, plug and play asset management platform that immediately expands the capabilities of the independent advisor and insurance agent by offering a fully integrated and comprehensive needs-based financial planning platform across investments, insurance, and annuities.

To view the full article, please click here: View Article in Broker World Magazine »

About Robert Reaburn

Robert Reaburn is the Managing Director and Head of Wealth Management at LifePro Asset Management. He works with financial advisors building diverse financial portfolios that best prepares their clients for their financial future and provides peace of mind.

Disclaimer

This information is meant for educational purposes only.

Related Blog Posts

Summit Popup