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Next Chapter
金融服务
A leadership community on a mission to improve retirement outcomes for everyone.
关于我们
NextChapter - a leadership community founded in May 2020 and on a mission to improving retirement outcomes for everyone. We leverage the most impactful levers to drive organic growth of organizations: 1) NextChapter Retirement Center, powered by Advisorpedia - the Netflix of advisor information delivery 2) NextGen X NextChapter - segmentation and persona marketing programs to align best opportunities with top client objectives of protected income, wellness and longevity planning. Special partners with Money Management Institute and the Alliance for Lifetime Income.
- 网站
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https://nextchapterinnovation.com/
Next Chapter的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 类型
- 私人持股
- 创立
- 2020
- 领域
- Retirement Planning、Retirement Income、Thought Leadership、NextGen Leadership、Financial Wellness、Wealth Management、Retirement Income、Protection、Security和The Family Conversation
Next Chapter员工
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Jack Sharry
EVP, LifeYield Chief Growth Officer | WealthTech on Deck Podcast Host | Advancing the future of financial advice
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Steve Gresham
Solving for the financial industry's next chapter.
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Suzanne Schmitt
Complex Problem Solver I Builder I Financial Services Product & Marketing Executive I CX Strategist I Agile Product & Experience Designer I…
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TJ Gresham
Student at University of Connecticut
动态
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Great partners and friends of #retirementincome and #wealthmanagement
Working with great friends is not really working. It is a privilege to spend time with these gentlemen, each dedicated to a vision of helping people retire with dignity and purpose. Ken Dychtwald of Age Wave, Richard Leider, Cyrus Bamji of the Alliance for Lifetime Income. Thank you! Next Chapter #retirementincome #wealthmanagement #servantleadership
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Next Chapter转发了
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Advisor 2030 - what four trends will shape the success of advisory firms? Of any size? Read more here: https://lnkd.in/e5fiJ2Qi #wealthmanagement #RIA #IBD #practicemanagement Next Chapter
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Thank you readers of Advisorpedia - now 250k strong! Read more here: https://lnkd.in/e6izC8wU Douglas Heikkinen #wealthmanagement #futureproof
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Next Chapter is about the next chapter of advice industry growth. Engagement with the next generation is the fuel for growth. Here are the four trends we see facing advisors and their firms: https://lnkd.in/gNW79E6u #wealthmanagement Suzanne Schmitt Scott Bieler Thomas C. West, CLU, ChFC, AIF Douglas Heikkinen Advisorpedia
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Next Chapter转发了
It's time to set the record straight. Annuities, like all investment strategies, can be a critical component of someone's retirement portfolio depending on their needs. Debunk the myths around annuities and learn more about the benefits of protected income today. https://lnkd.in/g-VWQGq2
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Next Chapter转发了
In the latest episode of The Family Financial Conversation, Thomas C. West, CLU, ChFC, AIF, and Suzanne Schmitt explore the vital role of financial wellness and its impact on both advisors and their clients. Don't miss this insightful discussion on how to stay ahead in the evolving world of financial advising! #FinancialWellness #FiduciaryStandard #FinancialAdvisors #HolisticAdvice ?? What financial wellness really means for managing day-to-day finances, protecting against key risks, and achieving major goals. ?? How financial institutions are approaching financial wellness and what this means for the role of advisors. ?? The challenge posed by the commoditization of financial wellness programs offered through workplaces and how they could engage clients' families—especially younger generations—before advisors do. ?? Why embracing a fiduciary standard and a comprehensive decision-making process is crucial for advisors to stand out, offering more holistic and empathetic guidance.
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Next Chapter Executive Leadership Advisory Board member Anne Ackerley on the reality of #retirement and mental health.
80% of savers say that the worry of outliving their savings in #retirement is negatively impacting their mental health today, according to our latest Read on Retirement? research. That’s a lot of people feeling bogged down today because of something that’s 5, 10 or even 30 years away. But we need to address these worries so people can feel prepared for every part of their financial journey. ? #FinancialAwarenessDay is all about easing concerns for today and tomorrow. Maintaining a budget and staying invested are important tactics. Yet, people need more tools to feel secure. I think retirement income is a powerful solution that can provide more certainty and peace of mind today and in 30 years. And savers agree: 93% say knowing they’d have guaranteed retirement income would help their mental health now.