Professional Service Firms
Working Differently™ offers wealth managers, lawyers and financial planners a way to build deeper, broader, and stronger connections with their clients in the 50 to 70 year old age bracket. Speaking directly to your clients’ needs and concerns about a working retirement, then helping them address those issues, does more than build trust and good will. A Working Differently™ program presented under a firm’s professional aegis can become a competitive differentiator, and a powerful marketing and branding tool.
We offer:
- Consultants with the experience, insights and knowledge of your industry necessary to be an effective service provider and marketing partner.
- A curriculum that can be customized to meet the time constraints and demands of individual consulting or group work.
- The Guide to Working Differently, our step by step roadmap to change, filled with tools and resources packaged to reflect your sponsorship.
- Articles on retirement options and choices for newsletters, professional journals, or general interest newspapers and magazines.
- Speeches for presentation at conferences.