The Encore Blueprint: A Client Centered Approach to Retirement
Clients are approaching retirement in record numbers and at the same time their life expectancy is increasing.
As their financial advisor, you are uniquely positioned to be a source of support, information, motivation, and guidance. Discover a variety of ways to support your clients in the development of their big picture ideal retirement life and all of the components of that life. Build relationships with your clients as they work from a point of motivation and enthusiasm on the goals they have established. In addition, utilize tools and communication strategies that will enhance the retirement planning process.
Mobile internet usage has experienced unprecedented growth: mobile search has grown 500% in the past 2 years. Mobile technology has transformed how consumers interact and transact. According to Google, more than 50% of internet users are accessing the web from mobile devices, smart phones, and tablets. Organizations without a complete mobile responsive experience lose market share and limit their opportunity set; those that commit and differentiate realize success.
The Tidal Wave of Affluent Millennial Assets is Coming: How to prepare your practice to communicate with, assist and attract this generation
Every decade of so, the financial services industry goes through a sea change in business styles. That is precisely what is going on right now. The growth of the affluent millennials is tremendous and the size of the population of millennials has just surpassed that of the Baby Boomers. They are here, earning plenty of money in addition to what they have inherited or will in the near future. The advisors CAN attract those assets and millennial clients IF they make some subtle changes to their style of doing business. Learn how to hire, recruit or partner with advisors in the millennial age bracket, strategies to become more technologically savvy, and learn more about this new group of investors.
Future Factors: Harnessing Societal Change to Your Advantage
Are you prepared for the societal shifts that are altering the business landscape? Today’s clients have information at their disposal, new platforms on which to share opinions, and greater influence in the marketplace. Organizational hierarchies are flattening and employees are reexamining work values. Find out how to keep clients and employees engaged by:
- Creating an action plan to leverage the voices of empowered clients and earn their loyalty,
- Turning the “experience economy” into a competitive advantage,
- Understanding the factors that are changing how people work and consume,
- Transforming workplace conflict into growth opportunities, and
- Learning how to better recruit and retain the next generation of advisors.