How I Connect Clients With Volunteer Work to Improve Their Retirement Experience

Jan 6, 2023 / By Steve Harvey
Print AAA
Add to My Archive
My Folder

My Notes
Save
What’s Working Now: When he found some older retired clients were obsessing over their portfolio returns, this advisor realized they needed a different focus. He started connecting them with local charities, where they found new social and vocational opportunities that enhance their lives.

Read the Full Article Now
Take a 60-Day Free Trial

No credit card, no obligation
Financial Professionals only

Already a Horsesmouth member?

Member Login

IMPORTANT NOTICE
This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

© 2024 Horsesmouth, LLC. All Rights Reserved.