The Desire to Retire: Dissecting Your Clients' Number

Jul 20, 2006 / By Elaine Floyd, CFP®
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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.

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