This reality makes it more important than ever for advisors to be able to step outside of the traditional bounds of retirement planning, and differentiate themselves while adding value through mental/emotional preparation and resources. Advisors who are willing to do this will know they are taking their practice, client relationships and the role and influence of our industry to new levels when they hear the simple words, "I never thought of retirement like that!"
Robert Laura, president of SYNERGOS Financial group, a Michigan based RIA, is the author of Naked Retirement and is the co-founder of the RetirementProject.org. A regular contributor to fa-mag.com, he provides Retirement Wellness Workshops for individuals, organizations, and employers. He can be reached at [email protected].