Inside the Advisor’s Office: What People Are Actually Concerned About

Ever wonder what other people talk about with their financial advisors? A new survey of nearly 400 experienced advisors reveals the biggest concerns, challenges, and financial goals their clients are facing today. From retirement planning to working longer than expected, Ryan’s breaking down the key takeaways and how they compare to what he sees in his own client conversations. We’ll also uncover the #1 concern advisors have, a surprisingly overlooked issue that deserves far more attention.

Here’s what we discuss in this episode:

💬 What clients are really asking their advisors

📊 Survey insights that reveal surprising concerns

🏥 Why healthcare costs are a bigger threat than most realize

🧩 How planning early solves problems before they happen

 

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