The Desire to Retire: Dissecting Your Clients' Number
Jul 20, 2006
/
By Elaine Floyd, CFP®
There are three kinds of pre-retirees: those in denial, those who want to focus on a financial goal, and those looking for life planning guidance. Tailor your pitch to each target market, back it up with some formulas and resources, and you'll find yourself working in a niche that is guaranteed to keep growing.