Your 24/7 Prospecting Partner

A web-based, client-interactive prospecting and client retention tool. Say good-bye to “calculator-thinking” — move the client away from numbers and into lifestyle planning.

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Get to the emotional side of decision making and connect with people in a whole new way!

• Engage pre-retirees
• Help them visualize the when, where, and how of retirement
• Educate them on the financial challenges and opportunities retirement brings
• Create alignment between their needs and your recommendations
• Accelerate the sales cycle
• Increase your productivity

Get new clients!

Prospecting for new clients – the kind you want – can be a difficult and draining process when you encounter considerable prospect resistance, or competition from other advisers. Ready-2-Retire is a new type of tool that allows you to approach prospective clients in a different way – one that demonstrates your interest in their needs, and at the same time allows you to build trust and credibility very quickly.

A common reason traditional prospecting techniques fail is that your prospective sources of new business do not yet trust you – they suspect you are more interested in selling products than in solving their problems, and until you are able to convince them otherwise, your prospecting efforts will have mixed results.

Thats why Ready-2-Retire is such an effective prospecting tool – its focus is on people; their dreams and fears for retirement, and not on products.

Developed in conjunction with LIMRA

Easy to use and highly interactive!
  • Radically different from traditional retirement calculators, Ready-2-Retire looks into the ‘emotional’ side of retirement decision making.
  • Get your own unique website address (URL) for your personalized version of the program.
  • Your contact details appear on the home page and any submitted Lifestyle Reports are automatically sent to your email address.

Keep your clients when they retire

How many clients do you have? How many are over the age of 50 and how important are these clients to your practice? Chances are, your clients over 50 will have accumulated significant assets – they are also likely to have multiple relationships with financial institutions and as a consequence, are the clients most likely to be contacted by another adviser.

When retired clients switch advisers, they often say it was because their former adviser failed to listen to them, educate them, or lacked the skills they needed. (LIMRA Market Research)

In order to “listen well” you need to ask the right questions – especially when it comes to retirement. Do you know the type of lifestyle your clients hope to enjoy when they retire; where they want to live; when they expect to begin retirement; or what concerns keep them up at night? If your answer is “no” or “I’m not sure” Ready-2-Retire offers an easy way to gather this information. By inviting your current clients to complete an interactive online survey, you will gain the insights you need to understand their aspirations, and their fears. This fifteen to twenty minute Ready-2-Retire exercise can be completed periodically, so that as client goals and expectations change, you are kept in the loop, and they know that you are listening – and interested in what is important to them.

“Ready-2-Retire is my immediate go to when potential clients are interested in retirement planning. I’ve been using the R2R application since November 2012. Not only have I used it with every retired/soon to be retired client that I have, but I now have it posted on my personal webpage where I’m able to regularly meet with prospective clients that wouldn’t have been on my prospect list without the R2R app. I highly recommend it to any fellow advisors who work with, or are prospecting to, soon to retire folks.”

– Jim McCarthy, CFP®, ChFC®
Directional Wealth Management, LLC

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