Soft skills for retirement talks.
This is an extract from a training program that helps advisers use a program called My Game Plan with their clients, to help them consciously transition from their careers into retirement.
Supplements your advice.
My Game Plan helps your clients build a holistic future roadmap, develop purpose and gain sharp clarity about the live they want to be living. As well as useful for retirement, it helps people transition from one stage of life to the next. It's the perfect supplement for your expert financial advice. Book in your demo below to learn more.
Empower your clients
The classical thinking about retirement needs an upgrade. We are re-educating people about what's changed and our film is the first step. Sharing this with your clients opens up new conversations about their future. Our financial adviser partners use the film to grow their authority voice.
Watch 7 Principles of Retirement 2.0 Film
On the Couch Podcast.
Listen to the podcast with Nick Freedman and Henry Jennings from Marcus Today.
