Growing the size and loyalty of your clientele

The Retirement Timeline

What Usually Happens

33

3 Years

Realization of huge change

11

1 Year

↑ Uncertainty/anxiety on the rise
↓ Unsure of what future holds

Retirement

Enjoy honeymoon phase
No plan to replace identity/purpose and daily structure losses

1-3

1-3 Years, Lost

↓ Loss of Identity
↓ Loss of Purpose
↓ Premature Decline in Physical and Mental Health

3+

3+ Years, Costs

↓ Loss of abilities
↑ Increased chronic health care costs

What We Want To Happen

Here is where you would start

33

3 Years

Work-optional life plan creation started

11

1 Year

↑ New adventures and purpose short-listed
↑ Health and vitality are a focus

Retirement

Honey moon phase enjoyed
Work-optional living plan in place

1-3

1-3 Years, Found

↑ New identity and purpose engaged
↑ Health and vitality are a focus

3+

3+ Years, Savings

↑ More years of fulfilling living
↓ Reduction in chronic health care costs

Your best clients are the ones

you have inspired loyalty in through your care in growing their financial security.

For your next client appreciation event think of Mind Switch. We offer:

  • Entertaining and engaging keynotes and workshops (both virtually and in person)
  • Guidebooks to start your clients on their journey to discover what work-optional life can be
  • An in-depth online Academy to help your clients create their next identity and purpose in their retirement years
  • Such additions deepen your client loyalty and their willingness to refer you to new potential clients.

Increasing the profitability of your practice

With over 17,000 CFP’s in Canada finding valuable distinctions are key to growing your business. Mind Switch can be one of your competitive advantages.

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