Level of Complexity: Intermediate
It's not a typo! The New Era Of Wellth Management an empowering way to integrate the more personal and emotional side of retirement planning with the traditional dollars and cents. In its current form, retirement planning is fatally flawed and can serve as the primary reasons why people fail in making the transition from work-life to home life. However, armed with the latest social science, research, and real-life applications, financial professionals can use the concept of Wellth Management as a meaningful way to deeper client relationships while improving retirement satisfaction and outcomes.