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Connect with affluent Boomers..

by helping your clients & prospects answer one of most important retirement questions of all,

What will I do with myself if I retire?

The answer to this question is the:

• key to retirement happiness
• missing element in most financial plans
• most frequently mentioned recommendation by the 1,130 retirees who took part in our exclusive Life After Work survey.

Here’s more proof

• 51% of affluent retirees rue focusing on numerical goal (www.onwallstreet.com, Jan 20, 2010)
• Why aren't most advisors giving clients enough quality face time?  (www.financial-planning.com, April 6, 2011)
•  62% of investors report that their wealth managers fail to demonstrate empathy. (www.financial-planning.com, August 2, 2011)
• The Silver Tsunami. There are roughly 76 million baby boomers out there heading toward retirement. (www.financial-planning.com, Feb 17, 2010.)

Retiree comments from our Life After Work Survey

Retirement

Planning

Delivery Options

Option 1

Do-it-Yourself Workshop

Run your own Retirement Lifestyle Readiness Workshop with our video that runs itself.

• 55-slide video with step-by-step instructions. Led by Dr. Alan Roadburg, this program includes the Life Goal & Financial Planning workshop, plus additional slides with an emphasis on retirement. For an overview, click here.

• All support material including facilitator instructions, sample invitation, feedback form, etc.

The workshop takes about 90 minutes and all you have to do is facilitate the program by introducing the workshop, manually advance the written exercise slides, and so on.

Video Overview

No speakers on your computer? Click here.

*Note: Internet Explorer 64-bit users, the video and workbook are Adobe flash files that will not work properly with the 64-bit version of Internet Explorer. For a simple solution click here.

Retirement Lifestyle Readiness Quiz

Workbook Sample

Workbook prices

Table of Contents

Option 3

Live Webinar

Web-based Seminar where the workshop is presented live to your group through the Internet. This allows for two-way instructions and dialogue between the presenter and your participants.

Option 4

In-House Workshop

We are available to present the Retirement Lifestyle Readiness Workshop for your group.

Your

Benefits

After your clients and prospects complete and share with you the results of the self-help Life Goal Planning exercises, you will be able to meet with selected clients to discuss the results. Your immediate benefits include:

• Incorporate real planning and strategies into your product recommendations
• Focus on lifestyle rather than numerical goals
• Increase your client focus/embrace client centricity
• Establish the basis of a more personal relationship (empathy) with clients.
• Understand your clients’ retirement dreams and aspirations
• Provide a solution to a key Boomer concern
• Demonstrate that your concern goes beyond money
• Truly personalize retirement planning

Encourage Client/Prospect Meetings

Once your clients complete the program, you can encourage them to visit you to discuss how to integrate their life goal plan with their financial plan. It gives you something to discuss beyond the state of the financial market.

Marketing To New Prospects

Life Goal planning is the ideal ‘hook’ for marketing to new prospects and you are likely to attract those people who would never consider attending a free financial seminar - the people you want! Unlike the widely used financial seminar, you will be offering something unique and innovative that will strike a chord with and be of value to more affluent prospects and clients.

Your Exclusive Advantage

Once your clients or prospects complete the program, you will be their main source for integrating their Life Goal and Financial Plans.

Ideal Value Added Client Service

If you are looking for a relevant, cost-effective and easy to implement value added service, this is the ideal complement to your financial planning services.

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Option 2

Self-Help Workbook (200-page paperback)

As an alternative to a workshop, your members can complete the program on their own with our self-help Retirement Lifestyle Planning Workbook. The workbook includes:

• Step by step instructions to complete the workshop
• Worksheets
• Plus 150 pages devoted to other retirement lifestyle issues.

For an online sample of the workbook, click here or the workbook sample image.