Course Curriculum Introduction: Purpose Driven Retirement Coaching Guide™ for Financial Advisors An Overview Lesson 1 START What You’ll Learn in This Course Lesson 2 START Why Non-Financial Retirement Planning Matters to Your Clients What’s the Problem? Lesson 3 START Statistics & Common Observations… Lesson 4 START What’s a ‘Halftime’? Lesson 5 START Evidence of Success Lesson 6 START BONUS: Tony’s Story Lesson 7 START Pillar 1: Rediscover Your Uniqueness Introduction: Rediscover Your Uniqueness Lesson 8 START Exercises: Value Cards & Discovering… Lesson 9 START Pillar 2: Reorient & Repurpose Introduction: Reorient & Repurpose Lesson 10 START Exercises: Creating a Vision & Vision List Lesson 11 START Pillar 3: Social Connections Introduction: Social Connections Lesson 12 START Exercises: My Social Connections Lesson 13 START Pillar 4: Leave a Legacy Introduction: Leave a Legacy Lesson 14 START Exercises: Leave a Legacy Worksheets Lesson 15 START The Retirement Summary Plan Step-By-Step Walkthrough of the RSP Lesson 16 START Different Ways to Structure Content for Your Clients Structural Framework Overview… Lesson 17 START Developing Workshops Lesson 18 START Hiring a Life Coach Lesson 19 START Incorporating in Client Reviews Lesson 20 START BONUS PILLAR: Healthy Living Bonus Pillar: Intro, Activities & Wksts Lesson 21 START Next Steps & Sincerest Gratitude Taking the Next Step Lesson 22 START See Pricing Plans
