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Josh Decker

Here are the most important approaches I have taken in response to the COVID-19 pandemic. 1) We immediately reached out to every client personally. This required three of us to send about 10 emails per day (30 per day) to our top clients requesting a phone call or Zoom meeting. This was done in... READ MORE
Our business as retirement planning professionals has a certain ebb and flow to it. Calm turns to chaos and back to calm again. We experience the euphoria of new highs and a strong economy, and then a storm that brings us economic darkness and negativity. There is a cyclicality to what we do and... READ MORE
Over the past few years, the financial advisory profession has seen an emergence of a new class of clientele. This client is hard to describe, in that the client is neither fully working, nor fully retired. This client might be using some, but not all, of their retirement earnings. They are pre-... READ MORE
Recently, I was walking some clients to the door and as they were walking away I overheard something special. The woman remarked to her husband, “I always feel better coming in here.” I’ve long wondered what exactly it is that I do during meetings that makes people want to remain clients. I feel... READ MORE