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.

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