In episode 07 of STATS Chat, Brad Zinda and Kalen Sigecan break down the Compass Report and how it helps financial advisors bring retirement planning conversations together in one clear, client-focused presentation.

They discuss leading with concepts instead of products, using conservative assumptions, showing retirement income projections, and explaining the value of Monte Carlo simulation. Brad and Kalen also cover financial upgrades, existing client opportunities, and how advisors can uncover new ways to better serve their book of business.