• 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Your email address will not be published.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 *

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!

Put an end to the procrastination cycle and make progress on your goals with my Guide to Stopping Procrastination! Stop making excuses and take control of your future – don’t miss out by letting these opportunities pass you by. This step-by-step guide will help you face challenges, break down complex tasks into smaller chunks so that they’re more manageable, and establish rewarding routines for success.

Download The Guide today to start taking action now!

Click Here to Get Your Free Copy!