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.
This white paper discusses in detail the benefits of Retirement Lifestyle Planning to you and to your clients.
At the same time, the financial advice 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 a 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 that you feel that your life is fulfilling and meaningful.
At the same time, the financial advice 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 a perfect solution. It is a value-added service that guides their clients to plan for the non-financial part of the next chapter of their life. We partner with advisors to assist 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 that you feel that your life is fulfilling and meaningful.
First Mover – Next Chapter Lifestyle Advisors Program
Our program consists of the following menu of 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 experts
- 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 five 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 fears and concerns about their lives not just their money
- Provides them with a vision for how they want to live their next chapter
Benefits for Your Firm:
- Deepens client relationships and loyalty
- Generates referrals
- Leverages your time
- Differentiates your services from other advisors