Pathways to Growth - Maximize Client Value by Growing Wallet Share

Sponsored by Capital Group | American Funds

This session will help financial advisors work with their clients as they enter into retirement. Financial advisors will better understand the importance of tailoring their client’s engagements for retirement readiness.

Learning Objectives: 

• Clients will see how their financial advisors understand how their needs are changing as they move from the accumulation to distribution phase. In this program financial advisors will learn to discuss these differences with their clients, listen to their needs and address their concerns. 
• Financial advisors will be able to have meaningful conversation with their clients around the importance of asset consolidation as they enter the retirement phase.
• Discuss and understand your clients and have more in-depth conversations regarding their retirement.
• Tailor engagement based on clients’ retirement readiness and needs.