Description
This presentation provides financial advisors with a strategic roadmap to differentiate themselves, deepen client relationships, and attract high-value retirement-age clients through Retirement Lifestyle Planning. It covers:
• Challenges & Opportunities in Wealth Management
• Retirement Lifestyle Planning as a Differentiator
• 3-Step Roadmap to Growing your Financial Advisory Practice:
1. Integrate Lifestyle Planning into Client & Prospect Conversations
o Use new tools like the Next Chapter Lifestyle Scorecard™ and Retirement Intelligence (RQ) Assessment to guide meaningful discussions.
o Educate clients on non-financial aspects of retirement, addressing their unmet needs.
2. Have Conversations That Matter
o Clients are looking for more than numbers—they want empathy, guidance, and reassurance.
o Tools such as the Happiness Portfolio® Workbook help advisors facilitate deeper discussions about life in retirement.
3. Establish Yourself as a Thought Leader
o Educate both clients and your team on lifestyle planning.
o Leverage webinars and marketing resources to build credibility and attract high-net-worth retirees.
Advisors who adopt Retirement Lifestyle Planning can differentiate themselves, attract high-value clients, and drive referrals. The program provides the tools and support needed to implement this approach efficiently.
Learning Objectives
• Understand the challenges and opportunities in the wealth management industry
• Gain insights into the emerging needs of retirees
• Appreciate the value of non-financial retirement lifestyle planning
• Learn how you can use non-financial lifestyle planning to enhance your financial plans