Alan Parisse

"Your successful financial planning ruined my life! Now that I am retired, I dont know what to do with myself. I am lost and miserable."

A lifetime of Saturdays can be wonderful or depressing; a new beginning or a living death.

Financial Advisors who understand that a fulfilling retirement takes more than money can serve current clients and attract new ones by expanding client conversations to include more than money.

This program will show your advisors both the issues and the opportunity. They will go back to their practices with fresh ideas on how to serve their existing clients and a unique strategy for attracting new ones.