Key Highlights

[00:01 – 08:53] Opening Segment

• Susan co-founded Next Chapter Lifestyle Advisors to help advisors and their clients’ transition successfully into retirement
• Common issues of retirement include disillusionment after achieving a “retirement dream” or buying one’s way to happiness

[08:54 – 17:25] Rewiring Yourself for a New Chapter

• Susan developed a 5-step process to facilitate the process
• An assessment of lifestyle priorities and motivations using SuccessFinder
• A deep dive discovery with exercises to tap into the psyche of the person
• Creating a Clarity Matrix from the results of Steps 1 & 2
• Building a Happiness Portfolio on a Rich Life Platform
• Periodic Rewire It Check-in calls to ensure people stay

[17:26 – 24:09] Avoiding “Gray Divorce” and Achieving Holistic Wealth Management

• Retirement is not a word in the vocabulary of many older people who are still living active lives
• The transition to retirement can cause marital discord due to the change in roles and responsibilities
• Family offices are the ideal place to provide services that help couples prepare for retirement

[24:10 – 30:40] Unlocking the Value of Financial Therapy

• Advisors need to provide value add services such as financial therapy, financial wellness, and holistic relationship building
• To attract millennials, advisors need to provide a holistic approach and be a sounding board for life’s journeys
• When evaluating an advisor, it is important to have a guided conversation with the client and look for trustworthiness in the relationship

[30:41 – 33:50] Closing Segment

Connect with Susan:

www.nextchapterlifestyleadvisors.com 

www.linkedin.com/in/susanlatremoille 

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