In this episode of The Purpose Focused Advisor, Rob Brown speaks with industry veteran Shawn Maloney about his client-centered approach to retirement planning. As the founder of Retire Wise, LLC and host of The Priority of Retirement podcast, Shawn emphasizes the importance of purposeful planning to help clients achieve a happy and fulfilled retirement. His philosophy focuses on understanding what brings joy and fulfillment in retirement and developing financial strategies to support those dreams. Shawn shares how financial advisors can strengthen client relationships by making them feel valued and providing practical steps for fostering personal connection and business growth.

Key Takeaways: 

• Start client conversations with non-financial goals to define what happiness looks like in retirement.
• Frequent, personalized touchpoints throughout the year build deeper relationships and stronger client loyalty.
• Writing a book or starting a podcast can help elevate your credibility as an advisor and reinforce trust with clients.
• Growth should never come at the expense of client satisfaction; it's crucial to maintain high-quality service as your business expands.
• Personal connection remains key to client satisfaction, driving loyalty and referrals in a competitive market.

Shawn Maloney: "At the end of the day, everyone deserves to retire happy. It’s not just about accumulating wealth; it’s about fulfilling your dreams."

Rob Brown: "If you know being relatable and personal works, build that into your business plan and be intentional about it."

About Shawn Maloney: Shawn Maloney is a Certified Retirement Counselor® (CRC®) and the founder and CEO of Retire Wise, LLC. With over 20 years of experience, he helps individuals plan for a secure and fulfilling retirement. Shawn offers both financial and non-financial guidance to prepare clients for all aspects of retirement. His "Retire Happy Framework™" combines personal coaching with financial planning for a tailored approach. As an active community member and family-oriented, Shawn balances his career with a commitment to giving back. His book, The Priority of Retirement, and his status as a national bestselling author enhance his reputation in retirement planning. He also hosts The Priority of Retirement podcast, sharing actionable advice and strategies.

Connect with Shawn Maloney: 

Website: https://www.retirewisepro.com/

LinkedIn: https://www.linkedin.com/in/shawn-maloney-retire-wise

Book: The Priority of Retirement

Podcast: The Priority of Retirement

Episode References:

• Truest Fan Coaching

Connect with Rob Brown & Phil Calandra:

Website: http://truestfan.com/ 

LinkedIn: https://www.linkedin.com/in/truestfan/ 

YouTube: https://www.youtube.com/@truestfancoaching

Facebook: https://www.facebook.com/truestfan