Advisor Best Practices in Delivering
Retirement Income and Transition Support
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 firstname.lastname@example.org or call 978-590-7290
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