When Client Depression Becomes Your Business

Advisors are skilled at helping retirees manage income and spending, but many clients also struggle emotionally with the transition, which can feel more like a loss than a gain. CFP Board Ambassador Bryan Jepson, CFP® says he helps clients reframe retirement as moving into a new stage of life rather than giving something up, emphasizing that it can be a time to create new opportunities and continue making an impact.

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