Guiding Clients Through Retirement

Guiding Clients Through Retirement

B. Vincent

13,69 €
IVA incluido
Disponible
Editorial:
Indy Pub
Año de edición:
2024
ISBN:
9798330490516
13,69 €
IVA incluido
Disponible
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In Guiding Clients Through Retirement: Tools for a Smooth Exit and Group Referrals, author B. Vincent provides financial advisors with essential tools and strategies to assist clients in successfully transitioning into retirement. Drawing on insights from industry expert Preet Banerjee, this comprehensive guide explores effective exit strategies, business growth opportunities, and the benefits of group referrals. From understanding the intricacies of asset sales to leveraging career junctures for long-term revenue, this book offers valuable advice for advisors looking to enhance their practice and support their clients’ retirement dreams. Embrace the opportunities that come with retirement planning and discover how to build a thriving business that grows even as clients begin to withdraw their investments.

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