Friday Podcast: 12-25-15

What is the most important part of a happy retirement? Here's a hint--it's not financial security. A recent study from Age Wave said 81% of retirees felt health is the most important part of a happy retirement. That was followed by financial security at 58%, family and friends at 36%, and having a purpose in life at 20%. In today's show, I discuss the idea of helping your clients take more control over their health situation--not from a diet and exercise standpoint--but by helping them become better consumers of healthcare services. See below for a link to a resource that will help you do that. Given how important health is to a happy retirement, you may want to add this as an agenda item to your next review meeting.  In addition, I talk about making a shift from focusing on the "destination" in what you do to focusing on the experience for your clients. I also make an offer to review the completed business plan of three advisors who completed the business plan template I discussed last week. I end the show with a story about a monk meditating by a lake and how that applies to the "basics" of building a business.

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