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The Purpose Driven
Retirement Coaching Guide

Online Course For Financial Advisors

Guide your clients to a purposeful retirement using the four pillars:

Rediscover
Uniqueness

Reorient &
Repurpose

Social
Connections

Leave A
Legacy

Our Mission

Empowering financial advisors to support clients as they transition to a more purpose-filled retirement.

As Seen On

Refocus Coaching - Non-Financial Retirement Coaching Retirement Planning As Seen On Michael Kitces Financial Advisor Success Podcast, CBS Evening News, Market Watch, The Washington Post

As Seen On

Retirement Coaching for Financial Advisors

Benefits For Your Financial Practice:

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Holistic Retirement Planning

Learn to address emotional, social, and psychological needs alongside financial concerns to offer a more well-rounded, holistic advisory.

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Competitive Edge

Differentiate your firm by providing a more comprehensive approach to retirement planning.

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Stronger Client Relationships

Build deeper, more meaningful relationships by understanding personal and lifestyle goals in addition to financial objectives.

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Increased Client Satisfaction

Help clients navigate their retirement transition successfully, leading to improved client retention and increased referrals.

Individual Advisor Pricing

$999

Full Course Access

Elevate your practice with The Purpose Driven Retirement Coaching Guide™️, the first-ever non-financial retirement planning course for financial advisors, designed to empower financial advisors to support clients as they transition to a more purpose-filled retirement. Secure the course, help your clients reshape their retirement journey, and join the journey towards lasting impact.

our money back guarantee

refocus coaching academy non-financial retirement course for financial advisors

We’re certain you’ll be happy with the Purpose Driven Retirement Coaching Guide Course. But if you’re not satisfied with the course for any reason within 14-days of access, you’ll get a 100% refund. This is a no hassle, money-back guarantee.

Contact us or learn more here.

Frequently Asked Questions

How will this course help me grow my advisory firm?

In the financial industry, expertise in non-financial retirement planning is becoming more and more important. In fact, 85% of people prefer an advisory business that offers life coaching. Your clients are asking for it. By incorporating The Refocus Coaching Academy content into your firm’s offerings, you will gain a new competitive edge, new revenue source, added referrals, and so much more!

What topics are covered in the course?

There are four key topics (we like to call them pillars) in our gateway course: Rediscover Your Uniqueness, Reorient & Repurpose, Social Connections, and Leave a Legacy. These pillars explore various aspects of retirement that you will share with your clients, offering practical exercises and worksheets for personalized planning. The guide includes the Retirement Summary Plan, combining all pillars into a step-by-step strategy.

You’ll also receive a full 20+ page workbook, including materials like the Refocus Transition Wheel, Retirement Summary Plan, as well as a comprehensive slide deck, and other necessary client-facing tools to enhance discussions.

Who is this course designed for?

This course is built for both recently established financial advisors and experienced CFP® professionals who seek to enhance their non-financial expertise in retirement planning and provide even more exceptional service to their clients. No matter what stage of life you are in, there is always room for growth… And what better way than to help your firm’s clientele!

How long will I have access to the course?

After purchasing the course, you will have lifetime access. There is no need to renew at any point.

Who is the course instructor?

The video lectures in The Purpose Driven Retirement Coaching Guide™ are instructed by Scott Miller, a Certified Professional Retirement Coach. Scott retired from a career in dentistry to help others in their retirement journey. To learn more about Scott, click here.

Will I receive anything in the mail?

The Purpose Driven Retirement Coaching Guide™ is 100% digital, so you will receive everything online. Your instant access to all the material begins with your Teachable purchase and account set up.

If you’d like to explore our physical products, for your personal use of client-experience, we offer The Signature Refocus Coaching Workbook or Value Card Decks here.

What is the most effective way to learn the course content?

As you go through the course modules, ensure that you are downloading the corresponding worksheets and slides for a better understanding and more immersive experience. We also encourage you to fill out the worksheets for yourself! Here’s a step-by-step:

 

  1. Read the Lesson Introduction
  2. Watch the Lecture Video
  3. Download/Complete Action Items
  4. View & Utilize Resources
  5. Proceed to Next Lesson

Will I receive a certification upon completion of the course?

Yes, upon successful completion of the course, you’ll receive a certification of completion! This certification demonstrates your commitment to professional development and your expertise in non-financial retirement planning. You will officially be a Refocus Certified Advisor™!

How long will it take me to complete the course?

Completing the entire course, from start to finish, typically takes between 1.5 to 3 hours, depending on the person. The course consists of approximately one hour of video lecture, 22 lessons total, and an additional hour dedicated to interactive exercises for you to complete at your own pace.

Download

The Refocus Transition Wheel

~ A Client-Facing Tool ~

Guide your clients to a more purpose-filled retirement with this client-facing tool. A great conversation starter about the second half of life and areas that need extra focus. 

You Got It! Check Your Inbox for Your Download!