How To Become A Chief Retirement Office

Downsizing, offshoring, the pension crisis, free agents. The changing face of work means new rules in retirement. Now will your retiring Baby Boomer clients pay for their golden years? According to Cerluli Associates, "Rapidly retiring Boomers will have more than $5 trillion in market assets in retirement mode by the end of the decade." Will they money last their lifetimes? It's a fast growing opportunity for financial professionals to serve as their clients' "Chief Retirement Officer." As CRO you will help clients see the big picture and manage resources for retirement. Like putting together a puzzle without seeing the picture on the box, most of your clients will not understand these financial complexities. As CRO, you hold the puzzle box with the picture on top. Many people will need your help putting together the pieces of their retirement puzzle. Here's the guide you need to build from your base of expertise, refocus on clients' most pressing issues, understand the big picture, and position yourself as CRO. You'll dramatically grow our business and help clients manage their nest eggs for a great retirement.