Innovative Strategies for Engaging with Retiring Clients
Talking to Clients About Health and LongevityFinancial Wellness as an Asset Consolidation StrategyManaging the Four Key Life Transitions of AgingHow to Help Prevent Mistakes, Fraud and Abuse
How to Talk to Clients About Health and Longevity
An aging Baby Boomer clientele is more demanding as the challenges of increasing longevity disrupt retirement plans. Even the most successful advisors face difficult choices of where to invest their time and their capital to stay current and a step ahead of growing competition.
Advisor practice management has evolved beyond “best practices” to include the use of technology, tools, data and process improvement. The delivery of financial advice and wealth management is now a combination of human and digital capabilities delivered at increasing scale across an expanding “household” of three or more generations.
The Execution Project informs, trains and equips financial advisors to engage better with retiring clients using innovative tools and strategies and have better conversations, build trust and drive business growth.