Aug 30 2024 / Global Conference
Pocket concept retirement planning
Zaguirre explains how a simple diagram can help clients and prospects understand what they need to do to prepare for retirement. Learn how you can utilize this approach to simplify your communication and guide clients toward a strategic plan for their retirement.
Topics Covered
![How to define your target market [Nadia Wijatno]](https://www.mdrt.org/globalassets/digizuite/34357-en-mdrt-sg_video-interview_how-to-define-your-target-market_thumbnails.png?height=268&width=268&mode=crop)
![Unpacking the concept of long-term care for clients [Mindy Teo]](https://www.mdrt.org/globalassets/digizuite/34254-en-mdrt-sg_video-interview_unpacking-the-concept-of-long-term-care-for-clients_thumbnails.png?height=268&width=268&mode=crop)
![Leveraging HR practices to thrive in financial advising [Rose Ann Mangabo]](https://www.mdrt.org/globalassets/digizuite/34263-en-ph_-video-interview_-leveraging-hr-lessons-and-practices-to-thrive-in-financial-advising_rose-ann-mangabo_thumbnails.png?height=268&width=268&mode=crop)
![3 important daily goal setting habits for a successful practice [Marcus Seet]](https://www.mdrt.org/globalassets/digizuite/34255-en-mdrt-sg_marcus-seet_written-interview_thumbnails.png?height=268&width=268&mode=crop)
![Leveling up from a tech novice to tech savvy advisor [Catherine Chee]](https://www.mdrt.org/globalassets/digizuite/34258-en-mdrt-sg_written-interview_leveling-up-from-a-tech-novice-to-tech-savvy-advisor_thumbnails.png?height=268&width=268&mode=crop)
![Building and maintaining a stable rapport with your clientele [Priyanka Goyal]](https://www.mdrt.org/globalassets/digizuite/34234-en-india_video-interview_priyanka-goyal_revised_thumbnails.png?height=268&width=268&mode=crop)
![A legal approach to excellent financial service [Francis James Torres Rivera]](https://www.mdrt.org/globalassets/digizuite/34213-en-ph_video-interview_a-legal-approach-to-excellent-financial-service_francis-james-torrres-rivera_thumbnails.png?height=268&width=268&mode=crop)
