1. How to bullet proof your practice with retirement distribution planning

Now, more than ever, investors are passionately discussing finances with their friends, family, and colleagues. Undoubtedly, retirement is the #1 financial concern. Your clients are weighing their options. How will you solidify relationships?

Take retirement planning one step further to include retirement distribution planning.

> Download the whitepaper:

“Will my retirement income last a lifetime?”

2. Learn practical tips to effectively address clients’ questions

Amidst the turmoil of the financial crisis, advisors across the country are facing the same challenges in effectively addressing clients’ questions. Get the inside track by attending a free Web-based session that demonstrates how to use NaviPlan Standard to answer questions such as

• Am I taking on too much risk?
• What should I do with my existing assets?
• When should I start collecting Social Security benefits?
• How can I ensure stable retirement income for life?
• Should I work during retirement? For how long?

> Enroll in a live, Web-based training session:

Answering Clients’ Bear Market Questions Using NaviPlan Standard

3. Get more referrals by being a problem solver

Competition is intensifying and people are reluctant to engage with salespeople. The key in a referral-based practice is to focus on the problems that you solve. It’s your solutions—not investment performance—that set you apart. The letters and emails you send to clients and prospects should reflect the true value you offer.

> Download sample letters and email:

Email follow-up to client meeting – request for referral
Letter to referral – assess risk tolerance
Letter to referral – request to arrange a meeting
Letter to prospect – personalized financial planning services
Letter to client – revisit risk tolerance

> Download enclosures / attachments:

Ibbotson Asset Allocation Questionnaire
Sample client reports