Here's What I Ask Every Client About Retirement Planning скачать в хорошем качестве

Here's What I Ask Every Client About Retirement Planning

What if one sentence could change the way your clients think about retirement? In this first Weekly Wisdoms of 2026, Tom Love introduces a new challenge-based approach designed to help financial professionals create meaningful client conversations—without focusing on the sale. You’ll hear: A powerful one-sentence question that instantly creates curiosity How to use language that adds value for existing and prospective clients Why becoming valuable—not transactional—leads to more referrals and long-term relationships How strategies involving collateralization, tax efficiency, and retirement income can spark deeper discussions This year, Weekly Wisdoms becomes interactive. Try the challenge, use the language, and bring your feedback back to the group. 🕒 Join us live every Wednesday at 3:00 PM Central 💬 Share what’s working, what’s not, and what you’re struggling with 📈 Learn from real-world strategies Tom has personally used with success If you’re a financial professional looking to: Improve client engagement Generate referrals organically Communicate retirement strategies more effectively Understand how wealth really works 👉 Subscribe to the channel and join the conversation.