They say doctors make the worst patients. Advisors should avoid becoming the retirement equivalent. But preparing emotionally for life after work is easy in theory, hard in practice.
For advisors at every phase of life, this combination white paper/workbook provides:
- Perspective on the unique challenges advisors face in getting emotionally ready for retirement
- Strategies for capturing post-work goals and allocating free time
- Guidance on how to build a “mental financial plan”
Don’t neglect your retirement. Prepare for it as you would any other milestone. Download to claim your copy.
