As the largest demographic cohort ever seen moves toward retirement and their investments pass from accumulation to income generation, financial planners need to adjust their business model.
The life planning approach to servicing clients has been bandied about for a decade or so, but many financial advisers remain unsure about it.
But a recent study shows Certified Financial Planners who took a life planning approach to business had clients who were over three times more likely to recommend them to others.
At this year’s one day, pre-conference Retirement and Life Planning Masterclass (August 26), you’ll gain a new perspective on constructing portfolios for baby boomers that could generate income for 20, 30 or 40 years to come.
Research papers from the PortfolioConstruction Conference will be available in the August edition of Money Management’s Technical Adviser.
Now in its seventh year, the PortfolioConstruction Conference has earned a reputation as the investment conference of the year. To register, go to http://www.PortfolioConstruction.com.au/Conference
