Guiding Clients Through Retirement
B. Vincent
Sozialwissenschaften, Recht, Wirtschaft / Wirtschaft
Beschreibung
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.
Kundenbewertungen
financial advice, advisor strategies, business growth, client support, retirement success, career juncture, exit strategy, financial advisors, retirement planning, asset sales, Preet Banerjee, financial industry, group referrals, financial planning