Clients approaching retirement often have no idea of the range of choices available to them when they decide to retire or the ramifications that decisions made will have on their retirement future. Your retirement advisors play a unique role in providing essential information about and insights into making informed retirement planning decisions.

With mid-market clients, your advisors need to make the most of their time when providing guidance. The more thoroughly they understand the common characteristics and worldview of the generation their clients belongs to, as well as basic communication styles and money personalities, the more easily they will be able to identify the counseling approach that will be most effective for a particular client, and therefore more productively use their meeting time to affect positive retirement counseling outcomes.

It is also important that your advisors understand the process of guiding clients through planning what they are retiring "to" in addition to helping them make informed decisions about retiring "from" employment before they help clients create a retirement income plan. The courses below will help you help them do just that!