In the News

Title

Originating: The Four Most Important Questions Retirement Advisors Can Ask

Document Type

Article

Publication Date

10-2017

Abstract

It’s no secret that retirement today will last longer than that of past generations, and it’s essential that a client’s retirement income lasts just as long. But how do advisors engage in conversations that reveal client expectations, make the clients aware of their own goals and priorities, and help them make the necessary adjustments to ensure a great retirement?