Emily Turgoose at HUM London 2024
Think Differently - Retirement is a Time to Thrive
At Humans Under Management London 2024, Emily Turgoose presented on the importance of making retirement a fulfilling experience for clients. With her extensive background in financial planning, she shared valuable insights from her experiences.
The talk addresses the challenges many financial advisers face when guiding clients through the transition into retirement. It highlights the emotional and psychological aspects of retirement planning, which are often overlooked.
Key insights from the talk include:
- Understanding the emotional needs of clients is crucial for effective retirement planning.
- Financial advisers should create a supportive environment that encourages open conversations about clients' goals and fears.
- Recognising that retirement can lead to feelings of loss and purposelessness, advisers can help clients build a compelling vision for their future.
- Using thoughtful questioning techniques can uncover deeper insights into clients’ aspirations.
Watching this video will equip financial advisers with practical strategies to enhance their client relationships, ensuring that they provide holistic support during the retirement transition.
