- A differentiated way to promote consistent client behavior for better retirement outcomes
- Available for 1 CE credit hour: CIMA, CPWA, CFP, PACE, CRPC, CRPS, RP, CPE, CTFA
Two out of three advisors say their most significant challenge in engaging with personal retirement clients is managing client fears and anxieties. For some clients, this uncertainty leads to rash decisions based on emotions rather than objective reasoning. This often creates stress — for clients and their advisors.
How can advisors help clients stay on track and avoid undermining their plans for better retirement outcomes?
This session will provide advisors with expert guidance on the best ways to help clients engage in consistent, positive actions to achieve their retirement goals, including understanding of emotional triggers and tactics for how to reframe conversations to clients stay on track.
Available for 1 CE credit hour: CIMA, CPWA, CFP, PACE, CRPC, CRPS, RP, CPE, CTFA. Please see the speaker for proof of credits.
Joseph M. Labella, CAIA, CIMA® is Retirement Strategist for Voya Investment Management. In his role, Joe works with Voya’s intermediary sales and business development teams to provide financial advisors with unique, strategic and consultative discussion on key retirement issues while providing investment expertise in the form of portfolio evaluation and analysis.
Joe has over 20 years of financial services experience having worked at Morgan Stanley in various roles then becoming a Sr. Portfolio Strategist with UBS Wealth Management. In 2006, he joined Quan-Vest Consultants, which caters to institutional pension, welfare and annuity plans, endowments, public and Taft-Hartley funds. More recently, Joe was Director of Investments for 3 Dimensional Wealth Advisory where he managed investments for 401(k), 403(b), endowments, and high net worth clients.
Joe has obtained the Certified Investment Management Analyst (CIMA®) certification, as well as the Chartered Alternative Investment Analyst (CAIA) designation. Joe has obtained the Series 7, 63 and 65 licenses and has a B.A. in Economics from Fairfield University.