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August Focus: Advisors Succeed With Small Business

Welcome back to The Retirement Insider. This month we take a close look at the underserved small business market, the benefits of senior certification and the importance of wealth span planning.

Last month's premiere issue generated numerous comments and suggestions. Please continue to send your comments and ideas.

Financial Advisors Need to Think Small

When it comes to growing your assets under management think small: small business, that is. With more than 7 million small businesses in the U.S., there is ample opportunity for resourceful advisors to crack this profitable and often underserved market. In fact, surveys show that most small business owners with fewer than 100 employees worry about having enough money for retirement and wish they had more time to focus on personal financial planning. More

Senior Certification Programs Help Advisors and Aging Clients

When Theresa Krueg’s father-in-law was diagnosed with Alzheimer’s disease, she had no idea where to turn for support. As a wealth manager and vice president of WealthTrust Arizona, she had a firm grasp of financial issues for retirees. Yet, she realized she also needed to learn about social and health matters to help her father-in-law and protect her clients from the inevitable realities of aging. More

Q&A

Wealth Span Planning is Smart Business

Retirement planning is a matter of dollars and sense. Of course financial advisors need to help clients with wealth accumulation. But they also need to have a sense of the correlation between financial planning and changing family dynamics, health care concerns and various lifecycle events, says Neal Cutler, Ph.D., dean of The American Institute of Financial Gerontology and associate director of the gerontology program at the University of North Carolina-Greensboro. More

Neal Cutler, Ph.D.,
dean of The American Institute of
Financial Gerontology

Sales Ideas from The Hartford

Grow Your Business

To help time-stretched business owners, The Hartford Financial Services Group, Inc. created the 40-page Business Owner's Playbook: A guide to protecting your business, growing your assets and planning for your future. The Playbook also identifies the types of advisors — attorneys, accountants, insurance agents, financial professionals and others — who can provide more specific guidance based on particular circumstances and different stages of the business life cycle. For more information or to get your copy, visit the Hartford's Business Owner's Playbook website.

The Hartford is The Hartford Financial Services Group, Inc. and its subsidiaries.

Events
Come visit The Hartford at the Financial Planning Association's Annual Conference in Seattle September 8-11. We'll be at booth #609.

Question of the Month
On which type of advisor do boomer business owners most often rely?
Answer

For more retirement information and resources, visit the Hartford Investor Financial Professional Website.

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