Episode #160: 3 Ways to Add More Value to Your Retirement Income Conversations



Many studies indicate that confidence is just as important as ability. Former First Lady Rosalynn Carter said, "If you doubt you can accomplish something, then you can't accomplish it. You have to have confidence in your ability, and then be tough enough to follow through."

A vital characteristic of any successful financial advisor is the confidence to communicate the appropriate solution to fit the clients' retirement goals. That conviction comes from being prepared and having the tools and knowledge to navigate the latest financial strategies. In this episode of Money Script Monday, Sean goes over critical topics to review with your clients when discussing strategies to meet their financial goals.

This post is intended for financial professional use only.


 

Resources Provided for This Episode


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About Sean Brady

Sean Brady is an Advanced Case Designer at LifePro. He works with financial professionals designing advanced case illustrations that are built for longevity and are always in the best interest of the client.

Disclaimer

This information is meant for educational purposes only.

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