Access the Recorded Webinar: How You Can Help Clients Achieve Fulfilling Retirements

Featuring David Andrew, Founder of Capital Partners Private Wealth Advisers

Financial advisers excel at securing your clients' financial futures. But true retirement fulfilment goes beyond the numbers. Access this valuable recorded session where David Andrew shares how to guide clients from simply managing funds to embracing a purpose-driven retirement.

What You'll Learn in This Recording:

• Understanding Retirement Motivations – Explore why clients know what they're retiring from yet struggle to define what they're retiring to.
• Embracing 'Eldership' – Learn how to help clients leverage their wisdom and experience for a fulfilling retirement.
• Utilising Client Discovery Tools – Discover quizzes and vision exercises that reveal clients' true passions.

Why Watch This Recording:

• Move beyond retirement conversations that stall at the numbers—uncover deeper client aspirations.
• Differentiate your practice with a holistic approach that drives client loyalty.
• Gain direct insights from David Andrew, whose client engagement philosophy earned the FAAA Practice of the Year.