In this episode, Jack talks with Ken Cella, Principal of Branch Development at Edward Jones. In his role, Ken empowers nearly 19,000 financial advisors and their branch teams to serve 8 million clients across North America. 

Also joining the conversation is Ken Dychtwald, Founder and CEO of Age Wave. Ken is a psychologist, gerontologist, researcher, speaker, and best-selling author. 

Ken Cella and Ken Dychtwald talk with Jack about the new retirement journey, how Edward Jones plans to manage the full household portfolio, and how the firm's leadership team commissioned Ken Dychtwald and the Age Wave team to conduct research on the changing face of retirement and specifically, what clients are looking for in terms of advice and guidance through their retirement journey.

Key Takeaways

Quotes

[05:02] - "People care about four things. They care about their health, family, purpose in life, and what they stand for, and how their financial situation could support the first three." ~ Ken Cella

[07:03] - "More and more people say they're getting wind of the idea that they may outlive what their parents or grandparents thought retirement was. So the idea of planning for three, four, or five years is over." ~ Ken Dychtwald

[12:42] - "Partnering with Age Wave would be one of our best sources of high EQ knowledge. It helps our financial advisors do their job even better in connecting with their clients, understanding their concerns and their financial realities, helping them to navigate challenging times, and to remain steadfastly focused on their financial goals." ~ Ken Cella

Links 

Connect with our hosts

Subscribe and stay in touch