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Call Your Clients to Action with a Quick Calculation

Motivate clients to take their financial planning more seriously.

July 8, 2016

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Call Your Clients to Action with a Quick Calculation

Retiring with dignity is often foremost on the minds of clients and prospects aged 50 and older. Defined-contribution retirement plans — like 401(k)s — have caused many sleepless nights for the unprepared. At least once a year, a financial advisor should provide clients with a conservative retirement quick calculation that provides a frame of reference regarding retirement objectives at ages 60, 65, and 70.

This calculation becomes one of the greatest catalysts available to motivate clients to take financial planning more seriously. If clients or prospects don’t care about their future retirement, they are usually not very qualified individuals to do business with.