Complete the form to download our Mind Over Money: Retirement Workshops Report.
The Mind Over Money Retirement Workshops were a series of events designed to help financial professionals better understand the emotional and behavioural needs of retirees and near-retirees, and to translate that insight into clearer, more client-centred conversations. Most retirement communication starts with products. Mind Over Money starts with people; their mindsets, motivations and anxieties. By combining adviser ideas with real consumer validation, the programme shows that effective communication must be emotionally intelligent, evidence-supported, and tailored to behavioural needs.
Download this report to discover:
- Research and feedback from end-consumers that are at, or in retirement
- Clear and actionable communication examples to improve trust and engagement with clients at, or in retirement
- Insight and input from other financial advice professionals
- Growth opportunities within your existing advised client base
