Click here to see the entire podcast library from our Financial Behavior in Retirement Conference

What is it about collecting a Social Security Check that suddenly alters a person's thinking? The changes can be so significant that a client's entire investment philosophy suddenly switches resulting in either an opportunity for Financial Planners or lost business.

Knowing how to strategize like the country's top advisers can help retain transitioning clients and develop sustainable streams of new business from those who swiftly decide to leave the planner they've always used. Capitalize and protect business you've spent years building up by knowing the following:

• When Social Security starts patience often stops- Learn how to prepare for the retiree attitude change
• Facts and statistics regarding financial decision-making, retirement lifestyle and advisor consolidation
• How to serve retiree needs effectively and build raving fans
• How to develop a referral stream of retirees that will keep you busy forever
• Improving client loyalty and the value of your business

John Napolitano
Chairman & CEO
U.S. Wealth Management

Click here to Download Podcast