Many long-tenured advisors began their careers by serving clients who started in the wealth accumulation phase of their lives. As the country’s demography continues to age, these very same clients will likely be starting to move towards their decumulation years. Some may already be drawing down on their portfolios to fund their retirement lifestyles.
Are you positioned well to continue to serve clients in this next phase of their lives? Advisors who do, will be able to open new opportunities to grow their business and draw clients away from the competition.
Listen in, as I share a few more reasons why this is the time to position yourself in the retirement income planning space and how you can begin to do so.
If you would like to find out how we can help you position yourself well in the retirement income space, let’s connect.
Investment Planning Counsel
Aspect
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