• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
  • 858-456-0160
  • Member Login
  • Contact Us
The Accountability Coach

The Accountability Coach

Aim For What You Want!

  • Welcome!
  • My Podcasts
  • Business Success Resources
    • Business Success Tips and Resources Blog
    • Free Webinars
    • Free Articles
    • Coaching Options
      • One-on-One Accountability Coaching
      • Establish a Peer Coaching Team
      • Group Coaching
      • Hold Yourself Accountable
  • Success Store
    • Business Success Store
    • Join The Free Silver Membership
    • Audio Learning To Take With You
    • Books Store for Even Greater Success
    • Affiliates
  • Success Stories
  • About Us
    • Speakers & Trainers
    • Bill Bachrach, CSP, CPAE
    • Anne Bachrach

The Pre-Retirement Checklist for Your Clients: Immediate Download

July 28, 2019 by Anne Bachrach Leave a Comment

As a Financial Advisor, you want to make sure your clients have taken all the appropriate steps to help them make the transition to their retirement.
Download a Pre-Retirement Checklist: 13 Key Questions to Help Clients Prepare for the Transition to Retirement.
This simple, but essential, Pre-retirement Checklist is a perfect tool to:  

  • Start the conversation about retirement preparation with new prospects and clients.
  • Help clients ask the right questions and rely on you as their expert Advisor.
  • Open the door to new annuity, life and other retirement planning business.

Help your clients ask the right questions, prepare for retirement and then seek your advice.
Get this complimentary resource by going to https://tinyurl.com/y4mof5ul.

Filed Under: Blog Post, Learning Resource Tagged With: client service, Financial Advisors, InsuranceWebX, Retirement, Retirement Checklist

Reader Interactions

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Primary Sidebar

SUBSCRIBE TO BLOG

Enter your email address to subscribe to my blog for business success tips and resources.

Testimonials

I’ve sometimes thought of myself as not coachable – fits & starts on progress – but when I looked at where I’ve come, I can tell it works. This year, I’ve experienced over 50% growth – and with that growth came some confidence… confidence to finally go after what I know I should have done – we’ve added a flat-fee-only option to our offerings, and that’s ALL I’ll be targeting for 2014 and beyond. With that under our belts, I can foresee another 50% growth year for each of the next 2 years!

Louis Leyes, Trusted Wealth Advisors, LLP

Footer

Get In Touch

  • This field is for validation purposes and should be left unchanged.

Contact Us

PHONE
858-456-0160

EMAIL
anne@accountabilitycoach.com

MEMBER LOGIN

Stay Connected

  • Facebook
  • Instagram
  • LinkedIn
  • Pinterest
  • Twitter
  • YouTube

Copyright © 2023 · A.M. Enterprises · Anne Bachrach · The Accountability Coach™ • All Rights Reserved

Download The Guide to Stopping Procrastination Now!

Mind over matter, right? Sometimes, that’s easier said than done. When we’re faced with a laundry list of to-dos and with not enough time in the day, it can be easier to distract ourselves and push things off to the next day. And when more items get added to our list, it becomes overwhelming, and we continue to procrastinate even more. A vicious cycle, but one that can be overcome. That’s the good news!

Click Here to Get Your Free Copy!