Target Audience
Professionals in the financial service industry
Seminar Goals
Learn to address the unique needs of 50 + clientele.
Seminar Description
This workshop is designed for professionals in the financial service industry to learn to communicate more effectively with their clients and increase their bottom line.
Participants will gain a solid understanding of the psychological issues that surround aging and retirement and therefore become better acquainted with their audience.
In this seminar you will learn:
- How to empower your clients to take control of their financial lives
- How to motivate people to invest in their futures by asking them a series of specific questions that will clarify their retirement goals
- The differences between the male and female investor, their attitudes towards money and their level of risk tolerance
- The role that self-esteem plays in managing money
- The different money personalities
- How to facilitate financial confidence
Directions offers a comprehensive and holistic approach to retirement planning and our programs are custom designed to meet the goals of our clients and their organizations.
Copyright © 2007 by Directions Third Age Consultants Inc. All Rights
Reserved.
