The Secret to Sticky Clients: The Retirement Timeline

Attracting and converting prospects is tough enough, but client retention is getting even tougher by the minute. How do you both attract clients and hold their attention and loyalty when everyone’s vying for their retirement dollars?

Enter the exclusive “Your Core Retirement Decisions” timeline.

Join this webinar to learn how to walk prospects and clients through their biggest retirement decisions by age — a method proven to both incite immediate client action and long-term engagement.

Why is this approach so effective?

You earn their trust by sharing information that empowers them to make smart decisions, not by using scare tactics and dated sales rhetoric that actually turn people off. The easy-to-understand graphic of the specific decisions by age provides milestones with definitive actions they can take, while subtly positioning you as their retirement navigator. It’s both clear and complex without being overwhelming — a delicate mix that gets clients to stick.