For many of our clients, longevity risk causes a lot of heartburn and sleeplessness. As one advisor put it:
“It’s not that clients have a tangible lack of wealth – it’s that they have an intangible fear of outliving their assets.”
This pain point creates a unique marketing opportunity for advisors who not only position themselves as retirement income planning specialists but broadcast their specialty to their community. The Modernist Advisor is laser focused on helping both emerging and seasoned investment advisors build a more successful business based on 5 key steps.
Learn more about the longevity conversation you need to be having with your clients in this Wall Street Journal article.