Positioning And Delivering Retirement Income With Clients

With 10,000 new retirees a day, how can you best serve clients’ retirement advice? What kind of retirement income planning advice do clients want?

This presentation is based on web-surveys and interviews with thousands of advisors over the past seven years, independent research documenting best practices in retirement income planning and transition support.

Speaker Dennis Gallant of GDC Research says advisors must focus on process, not product, and be prepared to broaden the scope of their support to clients. Gallant says advisors must deliberately articulate that offering retirement income planning support differentiates them from the vast majority of advisors.

At this session, Gallant will cover how you can:

• Become more deliberate and differentiated serving retirement income clients

• Improve prospect and current client engagement regarding retirement income

• Create a retirement vision for clients and enhance your overall discovery process

• Understand the various approaches, risks, and pros and cons in managing retirement income portfolios

• Bring up key issues at retirement client reviews

• Market your retirement income offering

GDC Research is a research and consulting firm providing applicable, actionable and customized solutions for broker dealers, asset managers, banks, insurance firms, and other providers in the financial services marketplace. Our services include consulting, market research, competitive analysis, tactical and strategic planning, with expertise covering key trends in the asset management, retirement, financial advisor, and wealth management marketplaces.

 
This webinar is eligible for IMCA^® CE, PACE credit toward CLU^® and ChFC^® designations and live CPA CPE credit.