Providing your clients with a retirement plan that ensures enough income to cover their needs and desires is just as important as helping them accumulate wealth through their working years. Most people, even your high-net-worth clients, will have to make financial concessions in their working years to accommodate a financially secure and enjoyable retirement. It’s your job to guide clients in a way that helps them both accumulate sufficient assets and ultimately spend/convert those assets into sustainable and optimized retirement income.
This article by The American College of Financial Services highlights two key ways to establish and deepen client trust and become a retirement income planning “superhero.”
Read the full article on The American College of Financial Services blog.