|4 Essentials Your Financial Advisor Should Have|
|News Releases - Business, Economy & Finance|
|Written by Ginny Grimsley|
|Friday, 29 August 2014 15:05|
The Client-Advisor Relationship Must NOT Be Overlooked, Says Industry Veteran
Shocking stats continue to make news regarding America’s preparedness for retirement, including the fact that one of five citizens near retirement age have zero money put away for the golden years, according to statistics recently released from the Federal Reserve.
About 20 percent of pre-retirees have nothing stocked away, and 31 percent of the total population also has no money for retirement.
“This issue is making news regularly, and financial planning for retirement advertisements have spiked in recent years, in case you haven’t noticed,” says Rodger Alan Friedman, author of “Forging Bonds of Steel,” (www.forgingbondsofsteel.com/)
“If nothing else, I hope the increased focus is lighting a fire under those who are near retirement, and I hope future generations are taking notes.”
Just as the average person needs to get real with their own finances, advisors also need to get real with their clients. That means having several traits, says Friedman, who reviews them.
About Rodger Alan Friedman
Rodger Alan Friedman grew up working in his family’s New York City laundry, where he learned a strong work ethic – and about the type of work he didn’t want to do. After earning a degree in political science, he became a real-estate agent trainee, then performed compliance audits for a large Wall Street brokerage firm, eventually became a stock broker, and then financial advisor and wealth management professional. Friedman’s passion persists today while advising affluent retirees and near-retirees in structuring their planning and investments for the next phase of their lives. He is a managing director, founding partner and wealth manager at Steward Partners Global Advisory in the Washington metropolitan area.
Opinions expressed are those of Rodger Friedman and not necessarily those of RJFS or Raymond James. All opinions are as of this date are of subject to change without notice.
Rodger Friedman is a Wealth Manager and offers securities through Raymond James Financial Services, Inc. Member FINRA/SIPC. Rodger Friedman can be contacted at 855-414-3140, and via email Rodger.Friedman@
Tags See All Tags