Research shows: 
·      40% of boomers retire without a plan.
·      40% of boomers retire with only a financial plan.
·      Only 20% retire with a holistic, fulfillment plan, and actions to make it happen.

Coaching Clients for Retirement is a primer that helps you, as financial advisor and coach, to guide your clients to this next stage in their lives as balanced and healthy individuals.

Today’s wealth managers and financial advisors are being called upon to offer their clients a more holistic and fulfilling approach to retirement – one that encourages exploration and direction beyond money-related questions.

With the right vision, preparation, and team support, retirement marks a transition to one of the most exciting stages of life; a time to draw upon experience and realize potential in new realms beyond working and raising a family.

By offering insights, suggested questions, true to life stories, and self-completing exercises, Coaching Clients for Retirement provides, you the coach, a pathway for helping clients making a successful transition to retirement.

To order your copy of Coaching Clients for Retirement: A Primer, visit: https://lnkd.in/gBuseWFE

Cost $12.00

Chapter 1: More than just financial

Chapter 2: Transform from advisor to coach

Chapter 3: Getting agreement – opportunities exist

Chapter 4: Visioning

Chapter 5: Agree on actions to be taken

Chapter 6: Follow up

Chapter 7: Additional actions to help clients

Suggested exercises: 1) Your retirement, 2) Human wants and needs, 3) Developing a balanced leisure lifestyle, 4) Health and wellbeing strategy, 5) Attitude assessment, 6) How much money will you need?

In addition: Selecting the right specialist & websites for seniors.

Coaching Clients for Retirement: A Primer