The First Tenet of Retirement Planning - Health Planning #retirementplanning #retirewithpurpose

A retirement plan that only involves savings and investments into the future is inadequate if the client is careless about keeping his health and fitness in check - how to enjoy retirement if one has money but no health?

I found out the hard way that health is more important than wealth, and I hope financial planners can also look at retirement planning in a holistic manner, considering the health, wealth and happiness of the client.

Of course, we can't change them. But the least we can do is to offer a listening ear, and a voice of encouragement about our client's health and happiness, even as we get busy with their financial goals and retirement security.

This is what a trusted confidant does and how you can add value - exactly what the client needs.

Stop being a "Tupperware salesman" pushing products, and start being a naggerpuss for your clients holistic financial wellness!

To your success
Ronald

Видео The First Tenet of Retirement Planning - Health Planning #retirementplanning #retirewithpurpose канала They Say. I Thought. Who Confirm?