Elevate Your Client Experience

The clock is ticking for America’s aging population. Every day, 10,000 people turn 65, entering a new chapter they may not be prepared for. According to the Retirement Time Analysis (RTA), half of them find work their greatest source of satisfaction, even as they consider retirement.

What if they could have both?

Post-Career Lifestyle Planning unlocks the key to a fulfilling retirement, aligning your clients’ passions and priorities with financial realities. Join our exclusive workshop.

Let me tell you about it.


Elevating the Client Experience: Introducing Post-Career Lifestyle Planning

Date: February 6, 2024

Time: 5:00 PM EST

Type: Virtual


In this session we will cover the following:

  • The key elements of post-career lifestyle planning.
  • Comfortable questions you can ask clients to get them thinking deeper about retirement life.
  • Approaches you can take with those in their 50’s, clients getting ready to retire, and those even in retirement.
  • Establish how this can be introduced to as part of your prospecting and marketing programs.
  • Review the Infinity Lifestyle Design process and how that works with financial advisors and their firms.

By attending the event you’ll be able to:

  • Strengthen client relationships with a deeper understanding of their needs.
  • Differentiate yourself from the competition by offering a unique and valuable service.
  • Boost retention and referrals with clients who achieve their retirement goals.

Don’t wait for your clients to drift into an unfulfilling retirement. Guide them toward the life they truly deserve. Register for the “Elevating the Client Experience” workshop today and unlock the path to a thriving post-career future for your clients and your practice.


Elevating the Client Experience: Introducing Post-Career Lifestyle Planning

Date: February 6, 2024

Time: 5:00 pm EST

Type: Virtual


Can’t attend?

Dave Buck and His Wife Susan, on the beach.

No worries, book a 15-minute introductory virtual coffee where I can give you a quick overview on Post-Career Lifestyle Planning

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