Retirement Income Summit!

An Exclusive THRIVE University Event

February 20th, 2018

@ new J.W. Cole Conference Room (main office)

How to grow fee income for planning fees and analytics?
How do we frame the conversation with our clients?
How do we stop procrastination of the process?
How do we shorten the process with greater results?
How long should the process be…how many meetings?
What keeps retirees up at night?
What risks must be discussed?
What are the biggest challenges Advisors have working with retirees?
What misconceptions do retirees have in setting their expectations?
What do we need our tools to frame in order to provide thorough testing for analytics?
What questions do we need to answer to close with confidence?
What tools does J.W. Cole have to help me with this process?

Space is Limited to the first 15 Registrants!

$2,895 Free

CEO & Founder of THRIVE Income Distribution System

Adjunct Instructor for The American College of Financial Services

THRIVE Income Distribution System

320 North 3rd Street

Burlington, IA 52601

515-298-4748

support@thriveincome.com

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