How You Can Help Clients Achieve Fulfilling Retirements

How You Can Help Clients Achieve Fulfilling Retirements: Learn from FAAA Professional Practice of the Year, David Andrew

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. Join David Andrew to learn how to guide clients from simply managing funds to embracing a purpose-driven retirement.

What You'll Learn

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 Attend?

Avoid retirement conversations that stall at the numbers—uncover deeper client aspirations.

Differentiate your practice with a holistic approach that drives client loyalty.

Get direct insights from David Andrew, whose client engagement philosophy earned the FAAA Practice of the Year.

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