Like the evolution of seat belts, retirement coaching is fast becoming an essential part to every retirement plan.
Advisors need to become more aware of the impact that a client’s memory can have on their life after work.
Grief isn’t typically associated with the transition into retirement, but it is a very real part that can be frightening.
Advisors need to focus more on the human aspects of the business.
Advisors need to adopt a new set of practices where a client’s overall health becomes the main foundation for planning.
Advisors need to start infecting clients with small doses of reality about retirement.
Advisors need to help clients prepare for all aspects of retirement.
Advisors can help clients capitalize on their bonus years by developing new strategies to withdraw money.
Advisors can make a difference for their clients’ retirement plans by adopting four key aspects of effective coaching.
Help clients overcome doubts that can sabotage their dreams in retirement.
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