The business case for a 3rd Age Strategy in your practice. This document is a must read for practice principals. 

A starting point for those looking to implement estate planning services.

The 5 life stages of the 3rd Age Solution explained. 

Facts on baby boomers and their possible impact on your practice

The reason why planning is vital for post retirement services

Provides a practice vision for longeity and revenue

How Post Retirement Services offers enhance practice defendability

Moving to Trusted Adviser status with the family

Factsheet explaining the concept of the 3rd Age Solution.

How to use the 3rd Age Solution

File Type: MP4 video

Duration: 3.27 minutes

Filesize: 11.8MB

This webinar covers the structural challenges that are occuring in the market and offers solutions that you can implement to overcome some of these challenges.

File Type: MP4 video

Duration: 3.08 minutes

Filesize: 12.4MB

This webinar introduces the 3rd Age Solution, explains the rationale behind the service, explores the lifestages of the 3rd Age and the financial services required for each stage.

File Type: MP4 video

Duration: 3.2 minutes

Filesize: 66.5MB

This video explains the lifestages approach adopted by the 3rd Age Solution.

File Type: MP4 video

Duration: 12:45 minutes

Filesize: 19.1MB

File Type: MP4 video

Duration: 3:14 minutes

Filesize: 15.7MB

File Type: MP4 video

Duration: 9.21 minutes

Filesize: 13MB

Turning Adversity into Profit - The impact on profitability and adviser morale of losing a major client