Show Your Clients the Value of Peace of Mind with Content
by Craig Hall
March 11, 2021
Your clients have a number of long-term financial objectives, such as a comfortable retirement, a robust estate, minimizing tax burdens, and so on. These are all worthwhile objectives on their own, but adding them all together allows your clients to get what they're really looking for: peace of mind.
This article from AARP is a good example of how to remind your clients that the money itself is not the goal — it's the peace of mind that money affords them.
