Episode 196: Redefining Life After Work: Women, Words & Wealth Podcast Por capa

Episode 196: Redefining Life After Work: Women, Words & Wealth

Episode 196: Redefining Life After Work: Women, Words & Wealth

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 Understanding your clients’ needs has never been more critical in a rapidly changing financial landscape. As longevity rises and demographics shift, financial professionals face new challenges and opportunities – especially when engaging women and multigenerational households. This timely podcast episode dives deep into the latest, exclusive research from MassMutual Strategic Distributors and the MIT AgeLab, revealing how clients' language about their future can unlock more meaningful, trust-building conversations. Join InvestmentNews Senior Columnist Bruce Kelly as he sits down with Briana Zackai and Anna Sciortino, from MassMutual Strategic Distributors. Drawing on exclusive research, they share valuable perspectives on how financial professionals can better serve clients by understanding the words, values, and concerns that shape retirement planning. You’ll hear firsthand how they use these findings to tailor their approach, build lasting relationships, and prepare clients for every phase of life after work. Tune in to: - Learn how to decode clients' language to discuss retirement – and why it matters for building trust and delivering relevant advice. - Discover generational and gender-based differences in retirement priorities, and how to adapt your approach for each client. - Get practical, actionable tips for engaging both partners in planning conversations and recognizing women as primary decision-makers. - Find out how to address the whole arc of longevity, from the “go-go” years to the realities of caregiving and solo living. - Gain strategies for leveraging research-driven, empathetic communication to stand out in the era of great wealth transfer. Don’t miss this essential conversation for forward-thinking advisors. Tune in to gain the knowledge and tools to elevate client relationships and future-proof your practice. Listen and learn – your next breakthrough starts here.
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