Additionally, advisors have a unique opportunity to see this as more than a new trend or obligation for extra training. Advisors who develop practical ways to help clients stay mentally sharp, feel connected, be part of something bigger, and provide ways for them to see and experience new things (memories) will have an entirely new and attractive brand of service to grow their business like never before.
Be sure to check out my most recent webcast with FA-Mag: The New Era of Retirement Coaching
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].