It wasn’t premeditated, and if I could go back in time I’d change it.
I point-blank asked her how Hal’s recent retirement was going, and her response was nothing I expected a lady to share. She launched into a sharp-tongued, detailed response accompanied by what looked like tears of anger one minute and a sense of hopelessness the next. She described everything that retirement is NOT supposed to be.
That’s when Hal pulled into the parking lot, so I had no choice but to…
The episode goes on to talk about how I helped her begin to resolve some of these issues with Hal, and how others can do the same with a free guide called “How To Prepare Your Marriage For Retirement.”
Instead of merely telling a story about an early buyout with some growing pains, I inserted readers into the story and gave them a front row seat, which is exactly how you encourage people to read the next episode or give you their e-mail for a free guide or newsletter.
Using this approach, I was able to engage a host of prospects with related concerns as well as position myself as a resource for couples considering a buyout or struggling with the transition.
Fact is, there are a lot of things going on behind the scenes in retirement. While most people initially seek out advisors to help with the financial stuff, they have very real questions and concerns about how others like them are handling situations with adult children, aging parents, estate planning, etc. Think about all the client experiences you have had over the years. Which ones were the most impactful? The most challenging? The most eye-opening?
Simply taking the time to reflect on them creates a powerful opportunity for advisors to differentiate themselves and engage people like never before, while lending support and understanding to retirees’ real life soap operas.
Let me share another episode about estate planning, a topic every advisor is surely familiar with.
Title: “How Your Kids Really Feel About The Way You Plan To Divvy Up Your Assets”