Retirement planning is dying and being replaced by a reimagined client experience

Between Now and Success · May 6, 2016 · 11m

Financial advisors used to get paid for managing money to help clients safely reach their retirement goal. Going forward, financial advisors will get paid for creating a client experience that shepherds their clients through a lifetime of experiences and transitions that taken together, add up to a life well lived.

In today's podcast, I touch on a major shift I see happening in the industry. The shift is from the destination (retirement) to the client experience (here and now).

Three forces are coming together to give rise to this shift from the destination to the client experience.

First, as…