September 6, 2016 • Page 5 of 6
No. 2. Don’t chase returns: Focus on the client’s income needs.
Advisors need to change the dialogue and focus for clients as they approach retirement and begin communicating in terms of retirement income. When wealth accumulation planning transitions to retirement income planning, ROI must be re-defined from return on investments to reliability of income. First « 1 2 3 4 5 6 » Next
Advisors need to change the dialogue and focus for clients as they approach retirement and begin communicating in terms of retirement income. When wealth accumulation planning transitions to retirement income planning, ROI must be re-defined from return on investments to reliability of income.
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