Better Retirement Decisions Through Behavioral Economics & Psychology

What if I told you clients don’t always make retirement decisions that are in their best interest? What if I said I could explain why some clients .. Read more thrive while other clients struggle with their new life in retirement? Or what if I suggested that our industry’s overreliance on financial factors to help clients make retirement decisions is a major reason a growing number of people are failing during the initial stages of transition?. During this presentation we will explore how factors like biases, anchors, and loss aversion can impact a client’s personal life in retirement. Reality is, retirement doesn’t eliminate work, it just reorients it. As a result, there is a new narrative in retirement planning where advisors need tangible, concrete tools and resources that deliver a truly holistic approach to retirement planning.