To achieve your retirement goals and objectives – you need to have the right amount of corpus to take care of your regular needs post retirement.
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To have a secure and financially independent retired life during your golden years with regular post retirement income, a corpus of savings/investments and a safe shelter or home.
Every day, write down 5 things that you need to do that day in order to achieve your goals and do them.
You can do more if you have more time, depending on your tasks.
Your customer signed up with particular objectives in mind but somewhere along the way they might have forgotten.
If they haven’t reached their desired result, then brainstorm a few ideas to help them achieve their goals with their existing investment.
This makes the conversation ha...
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