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Reimagining Retirement: ‘Third Act’ Conversation Starters for Forward-Thinking Advisors

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Retirement is no longer the finish line—it’s a launchpad. In this session, 4th Quarter strategy coach Scott Couchenour shares the mindset shift every advisor must understand and hands you a set of empathy-driven prompts that open richer client dialogues. Learn how to spark purpose-focused discussions that set you apart from “numbers-only” competitors and position your practice as the go-to partner for a new era of retiring clients.

Product will include a Video recording, an Audio recording, and a PDF of the Presentation.)

Presented by Scott Couchenour, Strategy Coach

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Description

Retirement is no longer the finish line—it’s a launchpad. In this session, 4th Quarter strategy coach Scott Couchenour shares the mindset shift every advisor must understand and hands you a set of empathy-driven prompts that open richer client dialogues. Learn how to spark purpose-focused discussions that set you apart from “numbers-only” competitors and position your practice as the go-to partner for a new era of retiring clients.

Product will include a Video recording, an Audio recording, and a PDF of the Presentation.)

Presented by Scott Couchenour, Strategy Coach