Guiding Clients Through Retirement: Tools for a Smooth Exit and Group Referrals - Softcover

Vincent, B

 
9798330490516: Guiding Clients Through Retirement: Tools for a Smooth Exit and Group Referrals
Softcover
ISBN 13: 9798330490516
Publisher: Creative Quill Press, 2024

Synopsis

In Guiding Clients Through Retirement: Tools for a Smooth Exit and Group Referrals, author B. Vincent provides financial advisors with essential tools and strategies to assist clients in successfully transitioning into retirement. Drawing on insights from industry expert Preet Banerjee, this comprehensive guide explores effective exit strategies, business growth opportunities, and the benefits of group referrals. From understanding the intricacies of asset sales to leveraging career junctures for long-term revenue, this book offers valuable advice for advisors looking to enhance their practice and support their clients' retirement dreams. Embrace the opportunities that come with retirement planning and discover how to build a thriving business that grows even as clients begin to withdraw their investments.

"synopsis" may belong to another edition of this title.

Publisher
Creative Quill Press
Publication date
2024
Language
English
ISBN 13 
9798330490516
Binding
Paperback
Number of pages
44