New 1 Day Advisor Training: Grow Your Business Without Talking About Money
Modernizing Retirement Newsletter Edition 2

New 1 Day Advisor Training: Grow Your Business Without Talking About Money

Join us or schedule a one-day immersive training where you will learn proven and time-test steps to grow your business and deepen client relationships?without?talking about money, investing, or insurance.?

Helping clients design a satisfying retirement today requires different skills than it did in the past. It calls for financial professionals to help new and soon-to-be retirees invest first and foremost in themselves and to have concrete discussions around factors that will help them replace their work identity, fill their time, stay relevant and connected, as well as keep mentally and physically active.?

The psychology of retirement has been somewhat absent from retirement discussions of the past are now being thrust into mainstream planning as the Retirement Coaching Industry fills the gap and challenges the status quo of traditional planning.?The one-day training:?

  • Helps you critically question everything you know about retirement & use new language & fresh perspective to positively impact clients
  • Differentiates you with practical tools & resources to help you help clients plan beyond the dollars & cents
  • Positions you as the go-to experts for helping clients make better decisions and transitions based on the latest social science and research
  • Humanizes the planning process and alleviates threats from robo advisors, AI, & more
  • Lowers marketing barriers by targeting the unique individual or couple rather than their money

?Get A Copy Of Retirement Intelligence?

We are excited to share that my latest book,?Retirement Intelligence?is finally published and live on Amazon.? It’s been a two-year journey to bring it to life with the goal of shining a very bright light on our mission to modernize retirement by helping people develop a non-financial plan for life after work.?

This is a culmination of 15 years of knee-to-knee, elbow-to-elbow, work in the trenches with people.? It brings together my best and brightest ideas and content that has resonated with individuals, couples, advisors, and organizations.?

It’s designed to be a short, impactful read and is?packed full of non-financial retirement insights including?the many fatal flaws of traditional retirement planning and how it can set people up to fail… the?10 Things No One Tells You About Retirement... and how to use the new science side of retirement like Positive Psychology and Behavioral Economics to create a more personal transition.?

It’s meant to be an easy hand-out for advisors who want to tap into the soft side (which I now refer to as the science side of the new narrative around retirement.?

Available in paperback, kindle and audio book at Amazon.com and in paperback at Barnes and Noble?

Paperback

https://www.amazon.com/Retirement-Intelligence-Personal-Readiness/dp/1951915143/

Kindle

https://www.amazon.com/Retirement-Intelligence-Personal-Readiness-ebook/dp/B0DQ67S6HQ/

Audio

https://www.amazon.com/Retirement-Intelligence-Personal-Readiness/dp/B0DQ5ZKRMD/

Barnes and Noble

https://www.barnesandnoble.com/w/retirement-intelligence-robert-laura/1146748013?ean=9781951915148

#Retirement #FinancialAdvisors #RetirementCoaching #RobertLaura

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