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Thomas Rowley

How to be a Chief Retirement Officer

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ISBN: 0972752323
Издательство: Kaplan Publishing
Год издания: 2004
Book DescriptionDownsizing, offshoring, the pension crisis, free agents-the changing face of work means new rules in retirement. How will your retiring baby boomers? According to Cerluli Associates, "Rapidly retiring Boomers will have more than $5 trillion in market assets in retirement mode by the end of the decade." Will their money last their lifetimes? It’s a fast growing opportunity for financial professionals to serve as their clients’ "Chief Retirement Officer." As CRO, you will help clients see the big picture and manage resources for retirement. Here’s the guide you need to build from your base of expertise, refocus on clients’ most pressing issues, understand the big picture, and position yourself as CRO. You’ll dramatically grow your business and help clients manage their nest eggs for a great retirement.