The wealth management industry is changing. Competition for clients has increased making it harder to retain existing clients and attract new ones. Advisors need to offer enhanced services to differentiate themselves and to justify their fees. At the same time, clients have high expectations for life in retirement and are challenged as they try to adjust to this new chapter of their lives. This all makes retirement lifestyle planning a valuable new service.
Participants will walk away with an understanding of:
- How the financial advisory business is shifting
- The future of client- advisor relationships
- Trends in holistic life planning
- Issues important to retiring business owners
- What Retirement Lifestyle Planning is
- The role of the advisor in this process
- Benefits to advisors
About the Exit Planning Ecosystem Series:
If you are looking to learn more about a variety of topics within the exit planning ecosystem, this introductory level webinar series is right for you. This webinar covers topics such as: valuation, estate planning, tax planning, market updates, M&A, real estate, financial planning, exit planning, value growth, and exit options.
The EPI Exit Planning Ecosystem Webinar Series is a FREE web-based continuing education presentation for EPI members and the general public. Topics for the webinars complement the EPI Value Acceleration Methodology, a process created by Christopher Snider, and taught at or in the Certified Exit Planning Advisor (CEPA) Program. These one-hour educational broadcasts are taught by industry experts from across the nation. Review upcoming broadcasts below.