PURPOSE-DRIVEN PROSPERITY

A long-time client called to schedule some time with me last week.  She was really shy and cryptic about what she wanted to talk about but said it was in relation to her upcoming retirement date.

We prepared for a meeting to discuss the financial realities of her first year in retirement.  I knew that it wouldn't be a problem because we have been running her plan for years and it looks amazing every single time.  

I thought our call would just be about soothing her nerves in preparation for putting in her final notice. Well, I was definitely wrong…

She got on the phone with me and the first thing she said after the small talk, was, "That's it, I am NOT retiring!"

I was taken a little aback and just let her talk.

She told me that she knew she could retire financially, and she was receiving pressure from friends, family, and colleagues to retire, but she just couldn't.

She said, "I just don't know who I am without work."

I almost burst out laughing because just the week before, I did my Purpose-Driven Prosperity presentation for our IMPLEMENTATION Monthly Mastermind community. 

The premise behind Purpose-Driven Prosperity is that having enough money to retire is necessary, but not sufficient to ensure a successful retirement.

And it is built on the basis of two misconceptions:

1. MONEY- All it takes to retire successfully is enough money.
2. IDENTITY- We are what we do for a living.

So here, I was, a week after sharing Purpose-Driven Prosperity with the world and a client is calling in with an existential crisis about who she is without work and how she will find meaning in retirement. 

Surely you can see the serendipity in that!?

But lucky for me, I had spent over 2 years thinking about this and I had some real answers at my fingertips.

I was able to acknowledge that her awareness of the challenge she is facing is a really great starting point. If your life is defined by your work, let's start creating a plan to build a meaningful life outside of work…while you are still working.

Research shows that a successful retirement requires three things:

1. PURPOSE- meaningful goals
2. CONNECTION- supportive relationships
3. VITALITY- physical and mental energy

Supported by FINANCIAL ABUNDANCE.

I explained the concept of Purpose-Driven Prosperity and right there on the phone, we started brainstorming how she could begin to cultivate purpose, connection, and vitality outside of her work. She was taking notes and I could hear the excitement in her voice.

She asked if she owed me extra for being her therapist and, of course, I said, "NO!  This is exactly what I am here for! I am here to not only help you create the financial abundance you need to retire but to create and execute a plan for a successful and fulfilling retirement!"

I share this story with you because I bet a decent number of your clients feel just like mine did.  They may not think to call you and lay it all out, but they are likely feeling concerned about what life will look like in retirement.  And that fear may be holding them back from retiring.

Advisors ask me all the time about how they can add value for those in retirement and how they can differentiate themselves from the advisor down the street. 

This is how!

If you coach your clients to define their own Purpose-Driven Prosperity and build a plan that incorporates purpose, connection, vitality, and financial abundance, you will have their forever gratitude and will make it abundantly clear that you are worth every penny you charge!

If you are wondering how to get your hands on the turn-key Purpose-Driven Prosperity client-facing presentation, it couldn't be easier!

All members of my IMPLEMENTATION Monthly Mastermind get the slides, training video, and unlimited permission to share the Purpose-Driven Prosperity presentation. 

-If you are a current member, log in and you will find it posted in the IMM Archives for February 2023.

-If you aren't yet a member, you can get a free trial month HERE. 

(Credit card is required, but you will not be charged for the first month.  If you would like to continue as an IMM member, it is $100 per month, cancel anytime.)

If you have spent much time in The Intentional Advisor community, you know that I believe in a serve-first philosophy.  By giving no-strings-attached value, we can do good and open the doors for the right clients to engage with us. 

Purpose-Driven Prosperity and the IMPLEMENTATION Monthly Mastermind free trial month are my gifts to the advisor community.  You are welcome to join IMM, binge on the dozens of archived trainings, including Purpose-Driven Prosperity, and then opt out before you ever pay a penny. 

For the right advisors, those aligned with The Intentional Advisor mission and values, I hope this free trial is the beginning of a long relationship as we work together to change the industry, one client at a time!

I hope this serves you and your clients!

-Lucila