So, I’m not asking you to become a life coach or to post philosophical quotes on social media, but rather I am asking you to dig into the useful and credible aspects of the soft side and begin to use it to change your approach and messaging to clients.
In the end, it’s important for our industry to begin to shift our messaging from negative, fear-based financial conversations, to more well-intentioned and integrated conversations. This will help strike a better balance between the mental, social, physical, spiritual and financial aspects of retirement. After all, you don’t want to end up like “Billy Jenkins” or “Jimmy Smitzhoffer” do you? Good, then finish what’s on your plate!
Robert Laura is the president of SYNERGOS Financial Group, the founder of RetirementProject.org and pioneer in Certified Retirement Coach training. He can be reached at [email protected].