Couple sitting on the beach

This week we’re continuing the conversation with ideas for advisors to help clients overcome challenges and attitudes they may have about retirement.

Jon Lagerstedt: This week we’re continuing the conversation with ideas for advisors like you to help overcome challenges and attitudes that your clients may have about retirement. I’m Jon Lagerstedt.

Todd Crawley: And I’m Todd Crawley.

Jon: And this is The Essential Practice. We started this conversation in program 225 talking about a retirement survey Well Fargo commissioned to learn about attitudes clients have about retirement—a lot of great findings within that piece, so we’d encourage our audience to listen to that program. Todd, you’d suggested something advisors might consider, and that’s offering to consult with clients’ children and/or grandchildren on their 401(k)s.

Calendar with the word retirement written on it

A Wells Fargo study identifies attitudes about retirement—we discuss the results of the study and ideas for advisors to help clients overcome the challenges they face.

Jon Lagerstedt: In this first of a two-part conversation, we’re discussing the results of a Wells Fargo survey and study on attitudes investors have about their retirement. I’m Jon Lagerstedt.

Todd Crawley: And I’m Todd Crawley.

Jon: And this is The Essential Practice. Welcome to the summer of 2016, Todd!

Woman meeting with financial advisor

Best practices of premier advisors and teams, part 2 of 4. Learn how top advisors grow their businesses.

Wayne Badorf: Today, we discuss part 2 of our four-part series on best practices of premier advisors and teams. I’m Wayne Badorf.

Jon Lagerstedt: And I’m Jon Lagerstedt.

Wayne: And this is The Essential Practice. Jon, we are pleased to have our guests back with us: Matt Lobas and Scott Engroff, both divisional sales managers with Wells Fargo Asset Management. Gentlemen, welcome!

Scott Engroff: Glad to be back, Wayne.

Matt Lobas: Thank you very much.

Wayne: Well, last time we kicked off this four-part series talking about an introduction to this presentation that the two of you have written. During that introduction, you talked about three core components premier advisors look at. And today, I want to take time and talk about the first one for us. But before we do that, remind us what you mean by premier advisor.