The wealth management industry is changing. Competition for clients has increased making it harder to retain existing clients and attract new ones.

Advisors need to offer enhanced services to differentiate themselves and to justify their fees. At the same time, clients have high expectations for life in retirement and are challenged as they try to adjust to this new chapter of their lives. This all makes retirement lifestyle planning a valuable new service.

Learning Objectives:

Participants will walk away with an understanding of:

  • How the financial advisory business is shifting
  • The future of client- advisor relationships
  • Trends in holistic life planning
  • Issues important to retiring business owners
  • What Retirement Lifestyle Planning is
  • The role of the advisor in this process
  • Benefits to advisors