For instance, using Pete Seeger’s “Turn! Turn! Turn!” as the backdrop (the song is best known as a huge hit for the Byrds), Smith says retirement might be the season to reduce income risk in order to work toward a safe and happy retirement.
“Rock and roll helps establish a relationship with potential clients and existing clients,” says Smith. “It helps weed out those people who are focused on the ups and downs of the daily market and are aggressive investors. Those people are too caught up in the numbers game. We want to know our clients as people first,” he explains.