Dear Future Financial Planner,
Are you struggling to get your clients to sit down and talk about retirement? Do you wonder why your clients prefer to do their own retirement planning than sitting down with you and have you analyzing it for them?
Here’s a fun fact: Many of the advisors in the market today are only taught how to do retirement planning when to comes to money and asset yet today clients are looking for more than that!
They are looking for somebody that not only know how to manage their money & asset but also somebody who can generate a comprehensive retirement plan to give them a purposeful retirement.
In this video session, I will show you my personal strategy to get clients knocking my doors to talk about retirement. I will also share with you some templates scripts and framework that you can use right away to chart a successful retirement plan for your client.
I’ll provide you with tips to help your client maximizer their savings while minimizing the lifestyle impact.
It’s gonna be 4 hours of an exciting adventure.
For new advisors, you will learn the foundation required to get started in retirement planning. For experienced advisors, you will learn a few small tricks to get 20% more of your clients to take up retirement planning.