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Retirement is a tricky business
Your key role is helping clients make sound decisions in a timely way. Finding meaningful replacements for the ongoing flow of achievements, rewards, satisfactions and structure that work provides takes thought, awareness, imagination, and courage. Next Dance helps you and your clients understand and manage the many conflicting ideas and feelings provoked by this transition, and helps you guide them towards better decision making and fulfillment . Our tools and services lead to client satisfaction, loyalty, referrals, and revenue. We do this by providing:
Retirement Exploration Survey - Well researched and highly reliable instrument that charts the gaps between your clients' current and needed states in retirement on 15 key dimensions of retirement satisfaction
Your Next Dance Review - Individualized survey report that is available within 24 hours of taking the survey online. Clients receive results, including detailed explanations, thought provoking exercises, and extensive resources
Advisor’s Guide - Manual for exploring your clients’ results in the Review. The Guide contains an explanation of results and exploratory questions concerning, e.g.,
The Manual is available to you at no cost with your first purchase 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 the Advisor's Guide
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.
Client Coaching – Some of your clients may want to work with a Next Dance Retirement Coach. Using the Retirement Exploration Survey and Your Next Dance Review results, this goal directed, interactive and collaborative process will help your clients to identify important objectives and establish plans of action to create their desired “next dance.” We can help them overcome barriers to decision-making and help them deal with personal impediments to moving forward.
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 call 888-556-5758 |
