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The Next Frontier

Jan 27, 2021

You’ve helped clients prepare for retirement financially, but what will they do with the rest of their lives? In this episode, Andy Raub, Financial Advisor and Managing Director at Ameriprise Financial Services and host Bill Coppel - Managing Director & Chief Client Growth Officer at First Clearing - discuss how advisors can help clients discover ways to make the next phase of their lives a time of significance rather than decline.

In this episode, you’ll hear:

  • Common retirement pitfalls and ways to help clients avoid them
  • Why clients need to be psychologically ready for the “third half” of life
  • How to move from a money-only conversation into a life-based conversation

Andy Raub is a Financial Advisor and Managing Director at Raub Capital Management, a financial advisory practice of Ameriprise Financial Services, LLC. With insight gained from over 35 years of experience, Andy is frequently quoted in industry publications. He is the author of The Encore Curve: Retire with a Life Plan that Excites You.

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