How to Be a Chief Retirement Officer
Price 16.17 - 33.32 USD
Most of us recognize the CEO as the person who sets the strategic direction for an organization, while a CFO holds responsibility for financial control systems. Likewise, a CRO (Chief Retirement Officer) serves as a client s principal advisor for the "big picture" regarding financial and resources management relating to retirement. As more and more people move toward towards retirement, clients will need help seeing the big picture. Financial professionals, ready to step into the role of their clients CRO, can use this comprehensive how-to and resource guide to: understand workplace and retirement trends; open the conversation about downsizing and early retirement; help clients through stressful decision-making; use stories to highlight the most important issues; get clients to take action; find and work with the most promising prospects; develop and grow the perfect book of business. By building from their base of expertise, refocusing on their clients most pressing issues, understanding the big picture, and positioning themselves as CRO, financial professionals will be able to grow their businesses as they help clients manage their nest eggs for a great retirement.