How to Become Your Client's Retirement Coach
Between Now and Success
English - June 16, 2021 17:43 - 20 minutes - 12.9 MB - ★★★★★ - 104 ratingsInvesting Business business marketing adviser career coaching entrepreneur financialadvisor investing small success Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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Next Episode: Becoming an Intentionally Human Financial Advisor
Most advisors effectively handle the money question. Few are adept at handling the emotion question.
In this discussion, retirement expert Mitch Anthony and Steve Sanduski, CFP® show how you can become your client’s retirement coach and help them navigate this tricky transition to retirement.
For the full presentation, please register for our free webinar on June 29 at 2:00 ET.
To register, visit: https://us02web.zoom.us/webinar/register/WN_bkodSXOASbyT0eTyIBH4wg
This program has been accepted for one hour of CE credit from the CFP Board and for one CE hour toward the CIMA/CIMC/CPWA designations.