Updated Sunday, April 20, 2014 as of 10:14 PM ET

Email This Article

Want to Engage Clients in Retirement Planning? Watch the Words You Use

Margarida Correia

When people hear “financial planning” or “retirement income,” they tune out. Try using “lifestyle design” instead to get their attention.

Login for Registered Users:

Log in below to email an article:

Lists
Honoring the Top Branch Managers of 2013

Current Issue

The April Issue is now online!


TWITTER
FACEBOOK
LINKEDIN
Already a subscriber? Log in here