Who’s to Blame?: Keeping Clients from Overspending in Retirement

08 Mar 2017

Addressing the issue of clients overspending in retirement can be emotional and challenging. If you avoid the conversation your clients will inevitably run out of money, their lifestyles will drastically decline and of course, who will they blame for all of this? YOU! Your client may have a very personal and compelling reason for overspending or they may not just grasp the consequences that their overspending will have later in retirement. The point is, you don't know until you have the conversation. Listen in as the team talks about the Head and Heart approach to helping clients change their overspending behavior with Zach Parker, a recognized Retirement Income Distribution Expert and Sue Brauner, Financial Advisor from Redwood City, CA. Don't forget to download the free whitepaper, Talking to Clients about Overspending in Retirement.


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