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Sarah Simoneaux

This article originally appeared in the Summer 2014 issue of Plan Consultant. To view a PDF version, please click here.Recent research by financial services firms seeking to determine how investors make decisions reveals something surprising: Regardless of how much information is processed by the... READ MORE
This article originally appeared in the Spring 2014 issue of Plan Consultant. To view a PDF version, please click here.Which sign are you more likely to obey: "Keep off the Grass!" or "Please Walk on the Pathways"? Research shows that we comprehend a positive statement 30% to 40% faster than we do... READ MORE
This article originally appeared in the Winter 2014 issue of Plan Consultant. To view a PDF version, please click here.Larry Starr, a longtime ASPPA member and firm owner, frequently points out that he is not a TPA. He believes that there are no third party administrators, only first party... READ MORE
This article originally appeared in the Fall 2013 issue of Plan Consultant. To view a PDF version, please click here.“Facebook me,” he said, in answer to my question about the best way to reach him. I stared in astonishment. This was not my college sophomore son, but my 80-year-old father. Seeing... READ MORE
This article originally appeared in the Summer 2013 issue of Plan Consultant. To view a PDF version, please click here.As part of a service learning course in college, my daughter decided to volunteer for a group that helps low-income workers complete their tax returns. When she called to check in... READ MORE
This article originally appeared in the Spring 2013 issue of Plan Consultant. To view a PDF version, please click here.Many retirement services firms operate in teams, so there is already some coordination across generations. We can make the interaction more effective by promoting collaboration on... READ MORE
This article originally appeared in the Winter 2013 issue of Plan Consultant. To view a PDF version, please click here.Part 1 of this series outlined the different generations working in retirement services. Businesses are faced with unique opportunities and challenges   resulting from the... READ MORE
This article originally appeared in the Fall 2012 issue of Plan Consultant. To view a PDF version, including an accompanying chart, please click here.For several years, we’ve heard about the “Graying of America” as Baby Boomers approach retirement. The retirement services industry is experiencing a... READ MORE
This article originally appeared in the Summer 2012 issue of Plan Consultant. To view a PDF version, click here.The most clicked on section of the Financial Industry Regulatory Authority (FINRA) website is the sub-heading called “Understanding Professional Designations." Here anyone can check how... READ MORE
This article originally appeared in the Spring 2012 issue of Plan Consultant. To view a PDF version, please click here.Pandora is a personalized internet radio service that determines what you like to listen to. For example, you can select a “radio station” based not only on The Beatles, but based... READ MORE
This article originally appeared in the Winter 2012 issue of Plan Consultant. To view a PDF version, please click here.“Getting my CPE,” he said, in answer to my question about what he was doing on his iPad. I stared in astonishment. This person was not one of my college-age kids, but my 80-year-... READ MORE
Editor's Note: This article was published in the fall 2014 issue of Plan Consultant magazine.Dr. Zhivago” had been at the local movie theater for three weeks. Driving to the theater cost 32 cents per gallon of gas, and “California Dreaming” by the Mamas and Papas played on AM radio. The miniskirt... READ MORE
Which sign are you more likely to obey: “Keep off the Grass!” or “Please Walk on the Pathways”? Research shows that we comprehend a positive statement 30 to 40 percent faster than we do a negative statement.Our mind actually has to unscramble a negative message to determine the meaning. Consider... READ MORE