Originating: The Four Most Important Questions Retirement Advisors Can Ask
Wade D. Pfau
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?
Graves, Don, "Originating: The Four Most Important Questions Retirement Advisors Can Ask" (2017). In the News. 2452.