Practical Perspectives

Enter subhead content here

This site  The Web 

Practical Perspectives

Research Reports - Q4 2008

Advisor Best Practices in Delivering Retirement Income and Transition Support - August 2008

Advisor Best Practices in Delivering 

Retirement Income and Transition Support
The report is a first of its kind to look in depth at the best practices of top advisors who are focused on retirement clients. The report covers a wide range of topics including scope of services delivered, how practices are structured to satisfy retirement clients, what retirement income products and solutions are used, the major issues and challenges advisors face in addressing the retirement market, and the key skills and roles needed to effectively meet retirement client needs. The 108-page report is based on in-depth interviews with over 100 advisors who are leaders in the deliver of retirement support. The analysis contains a wealth of information and insight that could be valuable to your sales, marketing, product development and business building efforts with advisors. The study is part of an ongoing research effort of GDC Research and Practical Perspectives – two leading consulting, competitive analysis and research firms recognized for their understanding of how retirement support is delivered through financial advisors.  

      

Report Order Information

  • Price: $5,000 for a PDF of the report
  • Report includes working session with co-authors to consider insights and findings specific to your organization

To purchase, contact hss@practicalperspectives.com or call 978-590-7290

For credit card purchases, use the link below.