How can a financial advisor who has never retired or reached age 65 advise clients on how to transition to retirement? Join H. Adam Holt, CEO of Asset-Map, and Derek Notman, Founder of Conneqtor and Couplr, on the on-demand replay of their Rethink. The Financial Advisor Podcast as they debate this question and hear from two expert guests Keena Pettijohn CEO of Lifelogixs Strategic Consultancy Group and Dorothy Hinchcliff CEO of Rethinking 65 who share some timely advice on how advisors can support their clients into living a meaningful life post 65.
This discussion and exploration entails much more than just assets under management (AUM) and distribution planning but a comprehensive “relationship” model to truly support your clients throughout their retirement life and health spans. Jump in and listen to learn and take your practice to the next level of deep engagement with your clients and a whole new competitive value proposition you can offer for your retirement planning services.
Join Adam, Derek, Keena, and Dorothy as they discuss the following topics:
- Health span vs. Life span awareness
- Advisors should rethink the post 65 demographic as a profitable business niche
- The challenge & opportunity to grow assets under management for clients in the distribution phase
- Do more than just “investments” for the 65+ demographic
- Change your question from “how many years left do I have to do X” to “how many more times do I have to do X?”
- Relationships over assets under management lead to a profitable business
Here is the link to Episode #28 of the on-demand podcast: https://www.asset-map.com/blog/rethink-the-financial-advisor-podcast-episode-28-rethinking-65-retirement-realities-featuring-keena-pettijohn-and-dorothy-hinchcliff
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Retirement
H. Adam Holt, CFP®️, ChFC®️
H. Adam Holt has been a financial advisor for over 25 years, during which he has helped build and manage his wealth management firm to over $1.2B in assets under management. Adam is known for his early adoption of technology to build trend-setting client experiences. This mindset led him to found Asset-Map, a financial technology firm dedicated to creating engaging visual communication tools used throughout the customer and advisor journey and now used by thousands of advisors worldwide and over 1M consumers.
Adam obtained his Bachelor of Science in Economics and Environmental Planning from Rutgers University in New Brunswick, an Executive MBA from Drexel University, a Certificate in Retirement Planning from Wharton School of Business at the University of Pennsylvania and is a Certified Holistic Financial Coach through Columbia University. Adam is a CERTIFIED FINANCIAL PLANNER® Practitioner and attended the American College where he earned his Chartered Financial Consultant® designation.