In this episode, Jack Sharry talks with LifeYield colleagues Harry Bartle and Steve Zuschin. Harry is the EVP of Enterprise Sales while Steve is the EVP of Enterprise Technology Adoption. 

What should I do with my rollover? When should I take social security? As money in motion is underway, these questions become a high priority for retiring clientele. Leading the innovation arms at LifeYield, Harry and Steve unpack the solutions they’ve helped develop that allow advisors to better serve their retiring clients. 

Steve, Harry, and Jack discuss why firms want to control the client and advisor experience, the importance of showing clients quantifiable benefits, and marrying planning with real-life results to optimize value.

“The first thing you have to do is listen to the client. What’s important? What’s important to them, right? And having great expectations around how much they’re going to be able to afford to spend and what their retirement income is going to look like is at front and center of most people’s minds as they approach retirement.” ~ Steve Zuschin 

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