Adjust and Thrive in Changing Circumstances
Jon Glass, Retirement Coach and Author, 64PLUS
Jon discusses how advisers can help their retired (or retiring) clients adjust and thrive amidst challenging circumstances.
Jon shares his experiences and knowledge as a retirement coach to help advisers engage with their clients and assist them as they learn to adapt and live their best retirement. As a retiree himself, Jon highlights the challenges and opportunities that are most relevant in the current environment.
Jon trained as a pure mathematician and holds a PhD in algebraic geometry from Cambridge University. He has worked in financial markets for almost four decades in various roles across stockbroking, consulting and asset management.
He currently runs a business called 64PLUS which helps people transition from work to retirement in an emotionally fulfilling way.
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Part 1: Tony Bulmer, Founder of the Bulmer Group
Tony discusses how planning and structuring conversations utilising video conferencing, along with creating the right environment, will ensure clarity of messaging for maximum impact and understanding.
Part 2: Naomi Abbott, Director of Conscious Presence
Naomi discusses how to truly connect with your clients through your conversations so you can build on and enhance trust.
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