The hard part is, the change is already well underway, meaning if an advisor doesn’t have proven ways to incorporate science and wellness into their retirement planning conversations, they’re falling behind the pack quickly. It’s one reason why I have begun offering specialized training on the concept of Positive Psychology and retirement coaching because in 2018 there will be a new trend. A movement where clients will be asking their advisor for help in planning for the non-financial aspects of retirement, and those who don’t have the skills, tools and process to facilitate it, will watch clients walk out the door.
It’s time to change the game and use the retirement planning process to shape and optimize the lives of our clients with more creativity, imagination and pattern-stopping questions. Are you on board?
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].