A total package of prospecting tools, conversation scripts and client engagement material to help you develop a relationship with a client that is heading towards retirement. Typically younger baby boomers, these clients are empty nesters and are focussed on planning for retirement. This is an opportune time to begin to build the client relationship and introduce the concept of family as the client.

This service identifies characteristics of baby boomers in early retirement and helps you further cement the relationship with these clients by offering specific services which are tailored to their expectations. You identify the services and are supported by documentation, presentations, expert interviews and case studies to develop a robust offer which will help position you as a trusted family adviser.

Develop specific services which are aimed at clients in the later stages of retirement.

Assist client families to deal with the demise of a parent and support them through estate management and administration.

Firmly establish yourself as a trusted family adviser with the inheriting generation.