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    Mark Triplett, CEO of Triplett-Westendorf Financial Group

    CEO of Triplett-Westendorf Financial Group


    Recent Posts

    Could 'Stuffing the Tax Brackets' Help Clients in Retirement?

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Feb 19, 2020 @ 12:00 PM

    I’m a creature of habit, and my Saturday morning routine always takes me to my favorite dry cleaners. The owner knows that I work in the financial services industry but made it clear on another occasion that he has an advisor already and one whom he seems to be happy with.

    We’ve never talked specifically about his personal finances because I don't  make a habit of talking business with folks unsolicited. I’m uncomfortable with it. On this day however, my friend asked me some questions...

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    Tags: taxes, Roth IRA

    How Do You Define the Value of Financial Advice for a Naysayer?

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Jan 29, 2020 @ 12:00 PM

    For every delighted client you have, there are plenty of consumers out there who will never seek financial advice because it’s just not on their radar and there are others who actively avoid financial help. And then you have those who go out of their way to put down the services those in our industry provide... 

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    Tags: coaching, best sales techniques

    Does Conflict-Free Advice Exist?

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Jan 22, 2020 @ 12:00 PM

    Conflicts of interest naturally occur in business. When any form of compensation is being exchanged for a product or service, a conflict could exist. Most discussions and debate around conflict of interest in the financial services industry are centered around commissionable product sales, but what you might not realize is that fee-only advisors have conflicts of interest too.

    Let’s explore those —

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    Tags: sales techniques

    What are the SECURE Act Opportunities?

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Jan 08, 2020 @ 12:00 PM

    On December 20, 2019, President Donald Trump signed into law a spending bill containing the SECURE Act (Setting Every Community Up for Retirement Enhancement Act). The new legislation took effect on January 1st of 2020, giving only 11 days (minus holidays and weekends) for everyone to adjust. This has left many financial institutions and financial professionals affected and scrambling to prepare.

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    Tags: IUL (indexed universal life insurance), annuity, retirement strategies, Inherited IRAs

    Does a Delayed Strategy for Social Security Make Sense?

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Dec 11, 2019 @ 12:00 PM

    There are many reasons clients might delay claiming Social Security benefits. At our firm, once we’ve cleared up common misconceptions with our clients, they’re often more open minded about hearing possible reasons for a delayed strategy. Many had never thought of these reasons before. Have you?

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    Tags: taxes, Social Security

    3 Social Security Misconceptions That Permanently Alter Retirement Income

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Dec 04, 2019 @ 12:00 PM

    When and how your clients claim Social Security benefits is one of the bigger decisions they’ll face as they transition from their working years into post-working years. For many folks, Social Security will be one of their largest retirement resources, and it’s often the most mismanaged.

    Irrevocable decisions could potentially add or subtract tens of thousands of government-backed, inflation-adjusted, and tax-advantaged dollars from lifetime retirement resources.

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    Tags: Social Security, retirement strategies

    How to Overcome Skepticism and Earn Trust with Prospects and Clients

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Oct 23, 2019 @ 12:00 PM

    In a world of skeptics — how do you earn the trust of your prospects and clients? Well, you’ll have to read this blog post to find out.

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    Tags: sales techniques

    Should Your Clients Fear a Recession?

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Sep 18, 2019 @ 12:00 PM

    The term recession has gained a lot of airtime recently. Fears of an economic slowdown seem to be everywhere. And many folks are tuned in to the fearmongering, allowing it to affect their daily lives.

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    Tags: retirement strategies

    Pending Legislation Could Affect Inherited IRAs in a Big Way

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Jun 26, 2019 @ 12:00 PM

    Inherited IRAs, or “Stretch IRAs,” as we know them today could soon be history. There are two retirement bills floating through Congress that aim to overhaul America’s retirement system.

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    Tags: Inherited IRAs

    Powerful Questions That Help You Map Out a Client's Retirement Journey

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, May 15, 2019 @ 12:00 PM

    Without an agreed upon definition of retirement, it’s pointless to discuss strategies or financial products. Strategies and products aren’t likely to get your clients there in the most efficient manner, when we don’t know where “there” is.

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    Tags: retirement strategies

    FOR PRODUCER USE ONLY. NOT FOR USE WITH CLIENTS.

    This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.