Every week, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management Channel to differentiate yourself with new ideas and build enduring client relationships.
Our focus for this week is all-in on aging and the complexities and emotions that accompany it. First up is a piece that is solely focused on the acceptance of aging and how to talk about it. Our second piece this week is drilling down on how to avoid the retirement letdown. Finally, we have a piece that specifically looks at longevity planning.
While talking about aging may be taboo due to fear or discomfort, this article says ongoing communication with loved ones about aging can help make life more manageable for everyone involved. This piece highlights the importance of early communication as well as a five-step approach to help you and your clients begin conversations about aging.
Retirement is often thought about as a permanent vacation where every day is filled with relaxation; however, when reality sets in, it can end up feeling like a letdown for many. This piece explores how to help your pre-retirement clients avoid this surprise by expanding your retirement-planning approach.
This insightful piece says that longevity planning as an asset acquisition strategy can help you build deeper connections with your clients and their family members, which might also lead to multi-generational assets. Read on to learn more.
