Page 4 - Investment Advisor March 2021
P. 4

Features                                                                            VOL. XLI NO. 3
                                                                                                       MARCH 2021




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                      Cover Story

                      Social Security Strategies: How
                      Advisors Can Best Help Clients
                      Build Retirement Income
                      By Jason Fichtner and Michael Finke
                      Claiming early can be tempting for
                      clients, which means advisors have to
                      overcome their behavioral biases
                      with analysis that maximizes
                      the value of this critical
                      retirement income stream.




















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                                                                                    Leadership &
                                                                                    Succession Planning

                                                                                    What Advisors Should (and
                                                                                    Shouldn’t) Learn From Jeff Bezos
                                                                                    By Jeff Berman
                                                                                    Industry experts weigh in on his
                                                                                    approach to technology and succession
                                                                                    planning as he prepares to step aside as
                                                                                    Amazon’s CEO.



             2 INVESTMENT ADVISOR MARCH 2021 | ThinkAdvisor.com
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