Ken Cella

Ken Cella
Displaying 3 results
Retirement isn't a one-size-fits-all journey
NEWS OPINION AUG 10, 2022
Retirement isn't a one-size-fits-all journey

There are four distinct stages in the new retirement journey, and each offers advisers opportunities to help clients reflect on what they need to do to live comfortably throughout retirement.

Managing the gap between intentions and actions in the new retirement
NEWS OPINION AUG 04, 2020
Managing the gap between intentions and actions in the new retirement

Advisers should work with their clients to build upon the four pillars of retirement

How to achieve a client-centric practice
NEWS OPINION MAR 13, 2019
How to achieve a client-centric practice

Advisers can deliver unparalleled value by delivering solid financial advice in a trusted human relationship through a highly personalized experience