As clients now may be more inclined to change jobs, where they live, and more, the approach advisors take in looking toward clients’ futures has changed as well. In this episode, MDRT members explain how they have applied these adjustments to the way they help clients prepare for the needs and goals of their retirement.
You’ll hear from:
Chi Teng Han, ChFC/S, CIAM
Nadia Wijatno, ChFC, CLU
Episode breakdown:
0:31 – Helping clients adjust their plans when they move for the short- or long-term
3:06 – Changing retirement planning for a more “career-mobile” demographic
7:55 – How social media impacts people’s expectations about retirement
12:50 – What is most difficult about handling this different approach to planning
14:07 – Identifying why a property sale isn’t a reliable source of retirement funding
Listen to the monthly series, MDRT Presents: @mdrtpresents
