Now I’m not saying advisors should tell clients to attend religious services, pray every day or meditate in a hot yoga tent. Instead, I think its important to say to clients that a successful transition from work life to home life means you need to have a plan to address the mental, physical, social, financial and spiritual aspects during this next phase of life. That may mean the best approach to retirement may be in the form of a shark tank or live audition.
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].