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20 Questions for Beginning Non-Financial Conversations

Advisor Resource:  A Helpful List of Questions to Kick-Start Non-Financial discussions

Free Retirement Planning Resources for Financial Advisors Lifestyle and Purpose in Retirement

Crafted with care, these questions are your gateway to fostering deeper connections with your clients, beyond the numbers. Dive into their dreams, aspirations, and values with ease, guiding discussions that resonate on a personal level.

From retirement plans to legacy dreams, our 20 Questions for Beginning Non-Financial Conversations will open doors to authentic conversations, with purpose and fulfillment at the forefront.

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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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