Examples of Communications Target Audience Delivery Methods What May Be Opportunities and Different than Most Subjects Advisors? -Retirement lifestyle -Newsletters -Emphasis on planning Clients, -Web site -“Fit after and -“Suspend forty” Prospects, -Seminars “healthy aging” Referral networks -Published articles -Critical illness -Use of third party -pre-meeting proof sources -Long term health care package for initial -Use of outside -Children’s education meeting experts -Family budgeting -Advisor as an -Understanding the information conduit internet -Advisor as a -“Starting a second web “human career” on life browser” issues -Key non-financial factors of retirement -Life planning before success financial planning Table 2 - 8 Targeted Life Planning Information Strategies
Target Audience Examples of Communications Opportunities and Subjects Delivery Methods What May Be Different than Most Advisors? Clients, Prospects, Referral networks -Retirement lifestyle planning -“Fit after forty” and “healthy aging” -Critical illness -Long term health care -Children’s education -Family budgeting -Understanding the internet -“Starting a second career” -Key non-financial factors of retirement success -Newsletters -Web site -Seminars -Published articles -pre-meeting package for initial meeting -Emphasis on -“Suspend -Use of third party proof sources -Use of outside experts -Advisor as an information conduit -Advisor as a “human web browser” on life issues -Life planning before financial planning Table 2 - 8 Targeted Life Planning Information Strategies
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