The problem is, they’re in a rut and need some outside help. They need outside tools and resources to see things from a new or fresh perspective. Therefore, suggest they check the local paper for speakers or enrichment classes being made available at community resources like the library, church or school system. Be sure to warn them not to fall into common traps like cancelling because they don’t feel up to it. We have all wanted to cancel something but followed through and had the time of our life. Use that as a catalyst to propel them forward.
Let’s face it, retirement can be a little tricky to navigate. It may look amazing from the balcony of life and can even appear somewhat magical. However, behind every great trick is a little skill and showmanship. Thus, advisors need to take the time to provide clients with a backstage tour, sharing all of retirement’s secrets so they aren’t caught off guard and disappointed when they get there. After all, the real magic for clients in retirement is believing in themselves and using that to create the life they deserve.
Robert Laura is the president of SYNERGOS Financial Group, the founder of RetirementProject.org and the creator of the Retirement Wellness Marketing Program for Advisors. He can be reached at [email protected].