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.
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.
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