How Top Advisors Drive Financial Wellness and Retirement Readiness | Advisor Voices
A wealth professional working with plan sponsors or retirement clients may want the discussion of participant engagement, financial wellness and retirement income conversations. The segments on client priorities and provider relationships also touch on how advisors structure those interactions.
Summary
By the retirement & income deskIn this Advisor Voices episode, Patrick Duffy speaks with Lisa Drake of SageView, a Creative Planning company, about opportunities in retirement planning. The discussion covers engaging younger employees, advancing financial wellness, navigating retirement income solutions and helping plan sponsors deliver outcomes for participants. The video also includes segments on serving a mutual client with Fidelity, client priorities, simplifying client conversations and improving provider relationships with advisors.
- The episode focuses on what clients are asking advisors to prioritize in retirement planning.
- It discusses how advisors can reach and engage the younger workforce.
- It covers financial wellness and retirement income solutions for plan sponsors and participants.
- It includes a segment on how providers can improve relationships with advisors.
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