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.
Ask three simple questions to help determine your clients’ future quality of life, serving as motivation for planning a satisfying retirement.
Show common misconceptions about investing alongside the facts to help replace those “illusions” with investment reality.
Address the financial challenges that women face and help them build the future they envision.
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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