What if I told you clients don’t always make retirement decisions that are in their best interest? What if I said I could explain why some clients thrive while other clients struggle with their new life in retirement? Or what if I suggested that our industry’s overreliance on financial factors to help clients make retirement decisions is a major reason a growing number of people are failing during the initial stages of transition?

During this presentation we will explore how factors like biases, anchors, and loss aversion can impact a client’s personal life in retirement.  Reality is, retirement doesn’t eliminate work, it just reorients it.  As a result, there is a new narrative in retirement planning where advisors need tangible, concrete tools and resources that deliver a truly holistic approach to retirement planning.  

The program will provide key insights and useful topics for discussion to help advisors move from a purely financial relationship to one where they can add personal value and not only help clients better prepare for life after work, but help them thrive throughout it.