Advisors who want to help clients plan for everyday life in retirement, need to be able to help clients pinpoint where they are at in the transition, normalize their thoughts and feelings, while guiding them through the years and events ahead with timely insights, tools and resources—a process that can be more enjoyable and fruitful than even the best year of investment returns.
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].