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!

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.

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!

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

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.

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.

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

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™!

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.