In this weekly four-part video series, Peter Drake, the former vice president, retirement and economic research, Fidelity Investments, Canada, shares his expert perspective on his own experience and how to keep your clients on track, from lifestyle to finance.
March 30, 2016In part four, Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, gives tips on tackling the perennial question of how much should your clients save — and how to keep them on track for retirement.
in part three, Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, explains why millennials are essential to your future success. He gives tips on how to reach them.
In part two of a four-part series, Peter Drake, the former vice president, retirement and economic research, Fidelity Investments, Canada, outlines four reasons why clients put off saving for retirement and how advisors can help them overcome these common blocks.
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