Webinars With Industry Experts

A Simple New Approach To Retirement Income Planning

Popular financial planning apps relying on Monte Carlo are no longer enough, not for a fiduciary.


The most popular programs are criticized for making overly optimistic projections. Left to default settings, your plans for clients may not be reflecting the unusually low inflation environment and expected bond returns.

 

This new app and its approach are simple. No sign-in is required, it’s inexpensive and you can use it for lead generation.

 

At this webinar, you will learn about calculations driving retirement income plans in an app created by J.R. (John H.) Robinson and Dr. Jack DeJong, cofounders of Nest Egg Guru, including:

  

• The flaws and limitations of existing retirement planning tools

• Practical planning and the importance of a user interface

• The lag between research findings and implementation at the practitioner level

• The disconnect between academia and the practitioner community

• The disconnect between the practitioner and the client

• Advisor heuristics

• Factors that influence retirement income sustainability and the relative importance of each

• The most under rated factor in retirement planning - withdrawal strategy

• Quantifying depletion risk - making it tangible

 

J.R. Robinson is the Founder and Owner of Financial Planning Hawaii. As a domain expert, he is responsible for Nest Egg Guru’s design and inbound marketing strategy. He is a frequent contributor to academic and professional journals. Papers he co-authored on retirement income sustainability have won the CFP Board of Standards and International Foundation for Retirement Education (InFRE) Outstanding Paper Awards. He holds a B.A. in Economics from Williams College

Questions?

How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
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Seeing is Believing.

See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.

 

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