Description
The Trusted Advisor of Choice program is designed to provide Financial Advisors with a comprehensive understanding of the practical, emotional and family implications that occur in the life transitions their clients’ experience. Accompanied with learning an exclusive communication method, Advisors will be better equipped to support clients by building more proactive, thorough, and enhanced plans that provide a cushion against financial impacts.
Learning Objectives
To provide an overview of the practical, emotional, and family implications of retirement, so that Advisors can help clients plan for all phases of this important life transition. Advisors will be able to have comprehensive discussions with clients, becoming better enabled to build more customized financial plans that will ensure clients can live the lives they want throughout retirement.