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.
The industry is beginning to recognize this important shift. Don’t just take our word for it. Here’s an article – “The Future of Financial Advising.”
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
Our program consists of the following services:
Benefits for Your Clients
Benefits for Your Clients
What Other Financial Advisors Have Said…
What Other Business Owners Have Said…
“By using Next Chapter Lifestyle Advisor services, we are differentiating ourselves from the many advisors our there.”
Financial Advisor
“Marianne and Susan have correctly identified a gap where information on the non-financial aspects of retirement is tremendously important to individuals.”
Financial Advisor
“It takes no effort on the advisors part which is great and it’s a great value add to be able to share with your clients and enrich those relationships”
Financial Advisor
“I was happy that we could have this kind of partnership with someone who is at such a high level in this specific part of the game. Nobody has taken it to this degree and this level of specialization. You can count on these folks”
Financial Advisor