Ask three simple questions to help determine your clients’ future quality of life, serving as motivation for planning a satisfying retirement.
For many couples, the transition to the next phase of life—retirement or an empty nest— is everything they’d hoped for. But the next chapter can be a rude awakening when retirement expectations aren’t shared, and they end up being very different. Learn how clients can start the discussion ahead of time to help ensure their own smooth transition.
Annie Duke, decision strategist and former poker pro, combines her experience as a professional poker player with some of the most advanced thinking on decision-making that integrates psychology, economics, and neuroscience.
Clients have been told a certain story of what aging should look like. And for a long time, they’ve bought into an “old age” story filled with leisure and relaxation. But what if clients’ thoughts about aging changed. What if one day, they woke up and realized things could change if they wanted them to? They didn’t have to live a vision of old age that was created years ago. Their later years could actually be anything that they want.
Illustrate the market's ability to grow wealth despite recessions and bear markets to help clients avoid panic decisions when the next "crisis of the day" makes headlines.
A new array of devices and services is transforming retirement, making it easier for aging clients to work, stay healthy, live at home and remain connected to friends and family.
Show common misconceptions about investing alongside the facts to help replace those “illusions” with investment reality.
Grow sales by gaining new clients―and strengthening relationships with current ones―by hosting relevant and engaging client events. Your Advisor Consultant can assist you with planning and execution. View our Client Seminar Planning Checklist to get started.
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