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Course Curriculum

Introduction: Purpose Driven Retirement Coaching Guide™️ for Financial Advisors

An Overview

Lesson 1

What You’ll Learn in This Course

Lesson 2

Why Non-Financial Retirement Planning Matters to Your Clients

What’s the Problem?

Lesson 3

Statistics & Common Observations…

Lesson 4

What’s a ‘Halftime’?

Lesson 5

Evidence of Success

Lesson 6

BONUS: Tony’s Story

Lesson 7

Pillar 1: Rediscover Your Uniqueness

Introduction: Rediscover Your Uniqueness

Lesson 8

Exercises: Value Cards & Discovering…

Lesson 9

Pillar 2: Reorient & Repurpose

Introduction: Reorient & Repurpose

Lesson 10

Exercises: Creating a Vision & Curious…

Lesson 11

Pillar 3: Social Connections

Introduction: Social Connections

Lesson 12

Exercises: Friend List, Family List, Org…

Lesson 13

Pillar 4: Leave a Legacy

Introduction: Leave a Legacy

Lesson 14

Exercises: Leave a Legacy Worksheets

Lesson 15

The Retirement Summary Plan

Step-By-Step Walkthrough of the RSP

Lesson 16

Different Ways to Structure Content for Your Clients

Structural Framework Overview…

Lesson 17

Developing Workshops

Lesson 18

Hiring a Life Coach

Lesson 19

Incorporating in Client Reviews

Lesson 20

BONUS PILLAR: Healthy Living

Bonus Pillar: Intro, Activities & Wksts

Lesson 21

Next Steps & Sincerest Gratitude

Taking the Next Step

Lesson 22

See Pricing Plans


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. 

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