Marianne joins Eric Brotman CFP, AEP, CPWA to explore an aspect of retirement planning that’s non-financial: planning for happiness.
We discussed how retirement can adversely affect a marriage, The importance of communication, what the happiest retirees have in common, and finding happiness in retirement.
Susan Latremoille is a transformative force in the financial advisory realm, empowering advisors and their firms to elevate client experiences, stand out in a competitive landscape, and cultivate new business opportunities by seamlessly integrating retirement lifestyle planning into their financial strategies.
With an illustrious 38-year tenure as a top-performing financial advisor at industry-leading institutions such as Merrill Lynch, RBC, and Richardson Wealth, Susan brings unparalleled expertise and insight to her work. Her extensive experience has honed her ability to navigate the complexities of wealth management with finesse and foresight.
Susan’s dedication to professional development is exemplified by her impressive array of designations, including the ICD.D (Institute of Corporate Directors), FEA (Family Enterprise Advisor), and CPRC (Certified Professional Retirement Coach), alongside her executive MBA. These credentials underscore her commitment to mastering her craft and staying at the forefront of industry trends.
A prolific author, Susan has penned several acclaimed books, including her latest publication, “9 Steps to a RichLife Retirement: Live Well, Give Back, Leave a Legacy.” Her literary contributions serve as guiding beacons for advisors and clients alike, offering actionable insights and strategies for achieving financial well-being and legacy preservation.
Susan’s influence extends beyond the written word, as evidenced by her exemplary leadership within the wealth management sector and her role as a board member of Richardson Financial Group, where she was honored with the prestigious Hummingbird Award. This recognition speaks volumes about her impact and dedication to excellence.
As a sought-after speaker, Susan captivates audiences with her wealth of knowledge, delivering compelling presentations at esteemed events. Her ability to connect with audiences on a personal level stems from her firsthand experience navigating the challenges and opportunities inherent in financial advisory roles.
Susan’s insights have garnered widespread acclaim, earning her media features and interviews with prominent publications and podcasts. Through these platforms, she continues to share her expertise and empower advisors to thrive in an ever-evolving industry landscape.
In essence, Susan Latremoille embodies the epitome of excellence in financial advisory, seamlessly blending practical wisdom, academic rigor, and a genuine passion for helping others achieve their retirement goals.
In today’s fiercely competitive landscape, where traditional products have become commoditized, the imperative for financial advisors to distinguish themselves has never been more pressing. The increasing demand from retirees for more information has opened up an opportunity for financial advisors to provide value and differentiate themselves from the competition. This signature program is designed to help you understand the fundamental shifts taking place in the wealth management industry, gain insights into the emerging needs of retirees, appreciate the value of non-financial retirement lifestyle planning, and envision how you can respond to this opportunity to grow your business.
Our signature program aims to equip you with the tools and insights necessary to navigate the shifting dynamics of the wealth management industry.
Through this session, you will:
1. Understand Industry Transformations: Gain a deep understanding of the ongoing transformations reshaping wealth management enabling you to stay ahead of the curve and adapt proactively.
2. Address Evolving Client Needs: Acquire fresh insights into the evolving needs and expectations of retirees, empowering you to tailor your services to meet their changing requirements effectively.
3. Embrace Non-Financial Planning: Explore the significance of incorporating non-financial retirement lifestyle planning into your practice, recognizing its potential to add significant value to your client’s lives beyond traditional financial solutions.
4. Innovate and Differentiate: Discover innovative approaches to differentiate yourself in the market by leveraging non-financial planning setting yourself apart from the competition and positioning your practice for sustainable growth.
Join us as we unlock the secrets to value-based differentiation in wealth management. Seize the opportunity to enhance your client offerings, elevate your practice, and thrive in today’s dynamic financial landscape.
Audiences:
Financial advisors, financial planners, wealth advisors
Program Length:
Customized for 60-minute keynote or breakout session
Other: Approved for CFP Board Continuing Education (CE) credit
This timely program is designed to help financial advisors navigate the transition from their wealth practice to their next chapter in a way that maximizes their happiness and creates greater well-being for themselves and their families. Discover the risks associated with staying too long in your practice and learn how to avoid the pitfalls that can arise from this situation. Gain the knowledge and tools to design your next chapter in an exciting, fulfilling way aligned with your personal goals.
Participating in this program you will:
1. Envision Your Next Chapter: Uncover the possibilities for your life after your career in the wealth management industry.
2. Understand Emotional Challenges: Explore the psychological and emotional challenges that successful financial advisors often face when walking away from their practice.
3. Discover Strategies for Seamless Transition: Learn strategies to overcome the obstacles and successfully transition to the next chapter of your life.
4. Acquire practical tools and techniques: Take away the tools and techniques you need to navigate the complexities of transitioning into your next chapter
Seize this opportunity to arm yourself with the knowledge and resources essential for navigating your transition effectively. Design your transition plan in a way that ensures a happy and fulfilling life going forward.
Audiences:
Financial advisors, financial planners, wealth advisors
Program Length:
Customized for 60-minute keynote or breakout session
Other: Approved for CFP Board Continuing Education (CE) credit
This energizing program is designed specifically for women financial advisors looking to make a significant impact in the retirement planning space. Gain a fresh perspective on your clients’ retirement experience through a woman advisor’s lens and harness your unique abilities to engage in impactful conversations about non-financial lifestyle issues. Discover ways to unlock the secrets to living a RichLife™ in retirement from a woman’s point of view. Explore the exceptional attributes that women advisors possess and learn how to leverage these qualities effectively to serve your clients.
This program will:
1. Deepen Your Understanding: Develop a comprehensive understanding of the unique opportunity retirement lifestyle planning presents to women.
2. Deliver Valuable Insights: Gain insights into what living a RichLife™ in retirement means from a woman’s perspective.
3. Refine Your Approach: Enhance their ability to engage in impactful conversations about non-financial lifestyle issues with clients.
4. Gain Practical Strategies Acquire practical strategies to uncovering retirement lifestyle: aspirations that may impact clients’ financial plans.
Don’t miss this empowering opportunity to distinguish yourself as a female advisor and create meaningful connections with your clients. Join us as we enhance your success in the wealth management industry, one conversation at a time.
Audiences:
Financial advisors, financial planners, wealth advisors
Program Length:
Customized for 60-minute keynote or breakout session
Other: Approved for CFP Board Continuing Education (CE) credit
In the ever-evolving landscape of wealth management, the shift towards high-tech solutions is undeniable. However, what truly sets exceptional advisors apart is their ability to complement technology with a human touch. This forward-looking and eye-opening program is specifically designed to transform participants from being focused only on the money to incorporating a high-touch approach in their practice.
Through a combination of thought-provoking discussions, real-life case studies, and interactive exercises, this program will change your mindset and differentiate you from other advisors in the industry today. You’ll gain a deep understanding of the pivotal role that high-touch engagement plays in fostering meaningful client relationships and enable you to attract and retain the best-fit clients for your wealth practice. You will gain the ability to identify situations where your clients will benefit from having non-financial conversations, confidently initiate and navigate discussions about the softer aspects of your clients’ lives, and guide them to the appropriate resources to address their non-financial needs.
Through this session, you will:
1. Recognize the Significance of High-Touch Engagement: Develop a deep understanding of the importance of high-touch engagement in the wealth management industry.
2. Identify Client Needs: Gain the skills to identify specific situations where clients will benefit from non-financial conversations.
3. Confidence in Discussing Personal Matters: Confidently initiate and navigate conversations about the soft side of your clients’ lives, building stronger relationships in the process.
4. Guide Clients Towards Resources: Learn effective strategies to guide clients towards resources that can address their non-financial needs.
5. Transform Your Practice Through Values Alignment: Transform your practice by incorporating a high-touch approach, attracting and retaining the right clients who align with their values and goals.
Join this transformative program and unlock the potential of high-touch differentiation in the wealth management industry. Embrace the power of meaningful client relationships and elevate your practice to new heights.
Audiences:
Financial advisors, financial planners, wealth advisors
Program Length:
Customized for 60-minute keynote or breakout session or half-day interactive workshop
Other: Approved for CFP Board Continuing Education (CE) credit
