Watch our Crucial Conversations webinars compiled to help Advisers provide rational, insightful advice to clients who may be late to financial advice process or have had retirement thrust upon them.
Retirement decisions – The good, the bad and the costly.
Current and prospective retirees have weathered the GFC, a pandemic and the consequential fall out in market conditions. It’s hardly surprising they may have made a few quick decisions based on less rational thinking.
While some decisions may seem innocuous, the consequences can have a deep and lasting effect on their financial security and future well-being.
This three part series explores the drivers of ‘the retirement decision’, the when and the how. We also unpick the behaviour influencing poor financial decisions and you’ll hear first-hand how you can influence behaviour and crucial decisions through holistic advice.
The knowledge gained through these webinars addresses aspects of Client Care including preparing clients for retirement and strategies for better long-term retirement outcomes.
CPD points are available.
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Enjoying watching these videos? Click the button below to view our Crucial Conversations webinars on demand centred on helping Advisers cut through fear, rumour, misinformation and provide rational, insightful advice during the Covid-19 pandemic.
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