Financial Advisors

Financial Advisors

Susan Latremoille
Susan Latremoille

Reinventing Retirement Planning

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.

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

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.

First Mover – Next Chapter Lifestyle Advisors Program

First Mover – Next Chapter Lifestyle Advisors Program

Susan Latremoille

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

Benefits for Your Clients

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
Susan Latremoille
Susan Latremoille
Susan Latremoille

Benefits for Your Firm

Benefits for Your Firm

  • Deepens client relationships and loyalty
  • Generates referrals
  • Leverages your time
  • Differentiates your services from other advisors