The summer slowdown isn’t just a calendar thing — it’s a mindset.
Right now, pre-retirees are feeling the weight of market uncertainty, confusing headlines about AI, and rising costs that just won’t quit. Tariffs, inflation, and another “will they or won’t they” from the Fed are all shaking consumer confidence — and it’s making prospects hesitate.
That’s why now more than ever, follow-up and nurturing matter. Whether it’s a phone call reminder or a warm educational touchpoint, this is the time to keep those appointment stick rates high and conversations flowing.
The advisors who stay close, win the trust battle.
Here are your Quick Hits:
Leadership – “Buffett’s Secret to Focus”
- Warren Buffett’s philosophy of saying “no” to almost everything isn’t just about time — it’s about clarity.
- Use this with your team or clients to reinforce the power of simplification.
Retirement – “Rising Costs Are Squeezing Retirees”
- Inflation may be cooling slightly, but retirees are still feeling the pinch.
- Healthcare, insurance, and everyday essentials remain elevated — far outpacing Social Security increases.
- Many pre-retirees are underestimating how much inflation will eat into their fixed income plans.
- Now’s the time to stress-test retirement income strategies and showcase how your planning adjusts for inflation risk.
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AI & Retirement – “Your Voice, Your AI”
- AI is becoming hyper-personalized — think virtual agents that speak like you, text like you, even coach like you.
- Retirees may soon interact with “you” on your website even when you’re not there
- Personal branding meets deepfake tech — both an opportunity and a challenge
- Great conversation starter in workshops or on your radio show.
- Here is how it can be used in a negative way already…
Five Big Beautiful Bill Changes and How Wealthy Retirees Can Benefit
- The BBB is making waves in Washington and could offer big perks for affluent retirees
- It would raise RMD age again and increase IRA contribution limits for older Americans.
- Potential tax benefits for business owners and high-income earners nearing retirement.
- Great opportunity to talk to clients about proactive planning — especially around Roth conversions and legacy strategies.