Picture of [Audio] Are You Ready for Your Clients to Retire?

[Audio] Are You Ready for Your Clients to Retire?

Focus Sessions (English)

SKU: 23MDRT-25A

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When it comes to retirement, the decumulation of financial assets is dramatically different than their accumulation. In discussing his approach to dealing with clients approaching retirement, Gillespie describes the mindset shift that must occur to serve this emerging market, which is more worried about income than return.

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Clay Gillespie (24)

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[Audio] Are You Ready for Your Clients to Retire?

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