Wealth Management: Retirement Planning Conversations
Mastering the Retirement discovery interview could be one of the most valuable steps you ever take in becoming a competent and trusted wealth strategist. Retirement is a factor in the life of almost every client with whom you will ever work, and retirement planning is affected by and affects nearly every other aspect of your clients’ financial lives.
Cannon’s Wealth Management Issues Conversations packages equip advisors to address each wealth management issue their clients face. Cannon has packaged multiple learning assets to fully cover each issue.
Each package includes a(n):
- Technical Study Guide (PDF format)
- Online Exam (30 questions)
- Digital Audio Program (MP3 format)
- eLearning Lesson
You will receive an account on Cannon’s learning management system to access each learning asset. CE Credit may be available. Call 706.353.3346 for details.
- Identify the major risks facing investors concerning retirement planning and funding
- Identify effective ways to position and execute a retirement discovery interview
- Employ a simple mnemonic - RETIRE - to develop the habit of comprehensive client discovery
- Identify and emulate client discovery techniques that broaden and deepen your understanding of a client’s complete situation
- Describe what to consider and what to avoid when conducting the RETIRE Discovery Interview
- Create an action plan for executing the RETIRE interview with your current clients