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Client Engagement, Family Wealth Education and Longevity in Retirement

Every week, we bring you a curated list of must-read articles geared towards helping you grow your investment advisory practice. Industry veteran Kristan Wojnar uses her vast experience to handpick these articles after conducting thorough research. If you are looking for the right guidance to grow your practice, follow our Practice Management Channel.

We are growing your practice this week with the themes of critical engagement time with prospects, educating clients’ children on wealth and longevity, and the journey of retirement. Our first piece this week tells us that we have only eight seconds to engage a prospect and how to structure your conversations so that more prospects choose you. Our next piece helps advisors to educate their clients’ children and strengthen their financial intelligence. Our final piece takes a deep dive on how greater longevity has changed traditional retirement.

Research shows you’ll gain or lose your prospect in a mere 8 seconds. Knowing these three critical engagement and decision-making points will enable you to create an effective structure for your marketing efforts. Read on to learn more.

Check out this excellent step-by-step guide to use with families focusing on building and strengthening financial intelligence, intellectual maturity and socially responsible characteristics for your clients’ children.

This in-depth piece provides valuable research for advisors on the forces shaping longevity in retirement, stages of the new retirement journey and four distinct groups, characterized by attitudes, circumstances and retirement preparations. Don’t miss this piece.

Don’t forget to check out our full list of Target Date Funds while designing retirement solutions for your clients.