Secrets of Successful Advisors℠ with Ken Haman

Not for Advisors Only: How to Thinking Creatively About Retirement


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For many client-facing financial advisors the word "retirement" stirs up strong, negative feelings. Rather than seeing retirement as an opportunity for creativity and to author a new, satisfying chapter of life many advisors find it difficult to think about retirement at all. In this fast paced conversation, Ken explores the origins of these feelings with Cara Grey founder of Third Act Consulting and considers how advisors can think (and act) differently about their own retirement.

Also in this episode, the AllianceBernstein Digital Coach – see practice management solutions for advisor success: abfunds.com/go/digitalcoach

DISCLAIMER Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

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Secrets of Successful Advisors℠ with Ken HamanBy AllianceBernstein

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