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Retirement is a tricky business
Retirement is a tricky business. For those nearing the culmination of their career, your guidance about both work decisions and transitioning to retirement or next phase of life create a foundation for success. Next Dance tools and expertise can help your organization enhance the repertory of effective counseling strategies for late/end of career people.
Retirement Exploration Survey – Charts the gaps between your clients current and needed states in retirement on 15 key emotional dimensions of satisfaction
Your Next Dance Review – Within 24 hours of taking the survey online, your clients receive this report containing results, detailed explanations, thought provoking exercises, and extensive resources
Advisor's Manual – A guide for exploring your clients’ results on the Retirement Exploration Survey. Contains exploratory questions concerning, e.g.,
The Manual is available to you at no cost with your first order of the RES.
Advisor Training Workshops – To train you and/or other key members of your firm to use the Retirement Exploration Survey , Your Next Dance Review , and Advisor’s Manual
Collaborative Consultation - As needed, a Next Dance coach can work with you on individual client cases that may be particularly challenging. A mutual review of your client’s Retirement Exploration Survey and Your Next Dance Review results will enable you to identify areas of strength and challenge with specific regard to their goals for their “next dance.” The Next Dance coach can help you to guide the conversation, determine relevant exercises and work with you to help your client fashion a retirement plan that uniquely suits them.
To purchase the Retirement Exploration Survey (RES), other products and services, and to receive our complimentary newsletter, please click here to register.
For additional information, contact Joanne Rogovin, joanne@mynextdance.com, or Bill Bryan,
bill@ mynextdance.com, or call 888-556-5758
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