Advisers who help clients put together a formal retirement income plan end up with more assets – and more referrals - from more satisfied customers.
Tag: Retirement Income
Adopting a process-centric approach to retirement income management will provide better service to clients and will lead to faster asset growth for the adviser, along with higher productivity and greater client retention.
As retirement looms, products to help savings last come to the fore.
James McCarthy, Managing Director, Retirement Solutions at Morgan Stanley said there are two approaches to retirement product development.
The good news is that retirees appear to be quite content with their existing adviser relationships — all the more reason for advisers to establish those connections prior to retirement, according to a new report.