Dr. Barbara Moses, “Career Guru” in the Globe and Mail, describes how to steer through mid-life depression, find new goals and set new priorities.
The attached white paper outlines why financial advisors have an opportunity to build their practices among boomer clients and prospects by helping them envision their retirements.
However, most financial advisors miss this opportunity because they don’t have the tools to coach their clients & prospects on retirement.
This coming retirement season, I can help your financial advisors use retirement advice to build their practices through:
- Advice on marketing to boomers at the firm or practice level,
- Retirement planning seminars for clients and prospects,
- Retirement advice content for e-mail & social media campaigns
Reach me by e-mail at: