Retirement is, for many, the culmination of their life's work. As their financial advisor, you've been helping your clients strategize and plan for that milestone. But what happens if what you've been planning for changes right before the goal line? We're seeing that today in the world of retirement income.
Derek Sasveld and Scott Kimball return to the podcast to talk about the actionable strategies you can take to combat this shift in the income landscape, creating a better outcome in retirement for your clients.
For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.
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9 Guiding the social and environmentally conscious investor
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8 Custom target date funds: is the juice worth the squeeze?
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7 Fixed income: the way forward
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5 Creating a client's retirement game plan
4 Telling your story: components to creating a compelling message
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3 Alternative investments: exploring the opportunities
2 Living to 100: helping make your clients' retirement years truly golden
1 Investor archetypes: tailoring your communication to match your clients' personality
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