Beyond the Numbers: The Human Side of Retiring
What You'll Learn In Today's Episode:
- In retirement, money is only part of the equation.
- It’s critical to define what clients are retiring to.
- Behavioral finance includes understanding client’s emotions.
- Helping clients find purpose can enhance advisory relationships.
In this week’s Follow Up Friday, Amber Kuhn recaps a powerful conversation between Matthew Jarvis and financial advisor Tony Hixon, author of “Retirement Stepping Stones.” The episode dives into the human side of financial advising, sparked by a personal tragedy that transformed Tony’s approach to retirement planning. This devastating experience led Tony to revolutionize his approach to retirement planning where he discovered a critical gap. While financial readiness is essential, it’s just one piece of the retirement puzzle.
Resources In Today's Episode:
Recommended Podcast
Beyond the Numbers: The Human Side of Retiring
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The Hidden Crisis in Retirement: Finding Purpose After the Paycheck with Guest Tony Hixon [Episode 293]
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Follow The Numbers: Why Advisors Need to Track Their Prospecting Pipeline
The importance of tracking numbers in prospecting.
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