Reinventing Retirement Planning

Longevity and changing client wants and needs are creating a new and different retirement. Clients are seeking more out of their time in retirement — more purpose, passion, connection, and ways to contribute in meaningful ways. As a result, they need a different type of guidance.

Financial advisors are perfectly positioned to provide that guidance and to help clients connect their time, direction, purpose, health, activity, and happiness with their financial resources.

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This white paper discusses in detail the benefits of Retirement Lifestyle Planning to you and to your clients.

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At the same time, Wealth Management Industry is also evolving. Competition is intensifying. Clients are demanding a more holistic approach to planning. Advisors need to offer new services to justify their fees.

Our program is the perfect solution. It is a value-added service that guides advisors’ clients to plan for the non-financial part of the next chapter of their life. We partner with advisors to assist them by being a resource to their team and helping their clients to design and build their Happiness Portfolio® for a successful and happy retirement. Just like a financial portfolio, a Happiness Portfolio® is a plan for how to invest the valuable asset of time so your life is fulfilling and meaningful.

Holistic Approach to Retirement Lifestyle Planning

First Mover – Next Chapter Lifestyle Advisors Program

Our program consists of the following services:

Training in the use of Next Chapter Scorecard to deepen the conversation about a client’s plans for their next chapter
Monthly articles for your newsletter, blogs and podcasts
Monthly advisor Roundtable discussions and guest speakers
Ask A Retirement Coach calls to support your clients
Unlimited Advisor Support Calls to answer questions
Post our bios on your website as an extension of your team
50% discount on each of our Six client education webinars
Resource list of books and websites to support your clients
Educational presentation to use with clients to explain the benefits of lifestyle planning
Free access to two accredited courses on the topic of retirement lifestyle planning

First Mover – Next Chapter Lifestyle Advisors Program

Our program consists of the following services:

Training in the use of Next Chapter Scorecard to deepen the conversation about a client’s plans for their next chapter
Monthly articles for your newsletter, blogs and podcasts
Monthly advisor Roundtable discussions and guest speakers
Ask A Retirement Coach calls to support your clients
Unlimited Advisor Support Calls to answer questions
Post our bios on your website as an extension of your team
50% discount on each of our Six client education webinars
Resource list of books and websites to support your clients
Educational presentation to use with clients to explain the benefits of lifestyle planning
Free access to two accredited courses on the topic of retirement lifestyle planning

Benefits for Your Clients

Addresses a real need for clients nearing or in retirement
Resolves their concerns about their retirement life beyond finances?
Provides them with a vision for how they want to live their next chapter

Financial Advisors

Financial Advisors