These statements can be useful in jolting clients to think and prepare differently for retirement.
Bridge conversations have to be real, stimulating and supportive.
Leaving a job may not be healthy for a client, even if she has enough money to do it.
Spending a little extra time with clients can help them get the most out of the game of retirement.
Advisors need to make sure their clients aren't seduced into early retirement based on financial factors alone.
Are you helping clients plan for every aspect of retirement?
Death is a real part of the retirement planning process.
Adding sweat equity to the retirement planning process is the next step for the financial services industry.
Time is a valuable tool if you know how to invest it.
It’s time to change the game and use the retirement planning process to shape and optimize the lives of our clients.
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