STAND OUT AND Offer Your Clients :
- An on-line Psychometrically-designed Readiness Assessment
- A pre-Retirement Checklist and 100 Day Playbook
- A library of animated videos and public-facing tools providing a digital assist to your existing planning services
Approaching retirement causes anxiety. Meeting with a financial advisor about retirement causes anxiety.
Having a plan for the five areas of retirement concern (finance, self identity, health & nutrition, social & personal relationships) leads to anticipation.
The Personal Playbook for the first 100 days of retirement leads to anticipation.
Helping a potential client go from anxiety to anticipation --is remarkable.