Lesson Introduction - S1 | L1

Welcome Advisors - I'm happy you're here!

It takes passion and courage to be an exceptional financial advisor, guiding clients through the intricate landscape of their financial journeys. By being here today, in this course module, you are showcasing the care you have for your clients. That is truly commendable.

In the financial industry, expertise in non-financial retirement planning is becoming more and more important. By incorporating Purpose Driven Retirement Coaching into your firm's offerings, you are not just offering a service – you are becoming a beacon of support during a critical life transition.

Retirement is no longer a mere destination; it's a journey filled with uncertainties, hopes, and dreams. Your sincere commitment to guiding clients towards a purposeful retirement is a testament to your dedication to their overall well-being.

It's not just about gaining a competitive edge in the industry, though that is undoubtedly a valuable outcome. It's about building stronger client relationships based on trust, understanding, and shared goals. It's about being the advisor who is not just present during financial highs and lows but also during the personal milestones and transitions that shape a client's life.

I encourage you to embrace this opportunity. By the end of the course, you will have secured your Refocus Certified Advisor™ designation.

Now, let's get started! Begin the video below now.

Next, we'll move on to what you'll learn in this course!

As you move forward, feel free to revisit any sections. For each, you'll find:

• A transcript
• Printable notetaking sheet
• Corresponding section outline
• A fillable workbook for hands-on learning.

As you move along the course, you'll notice that each lesson has a corresponding introduction, video, action items list, and resources list. We encourage you to follow along in this format, as it will provide you with the best experience.

Action Items:

• Action #1: An Outline of Key Points & Takeaways
  • Download "Outline - Section 1"
    
• Action #2: We Made Taking Notes Simple
  • Download "The Refocus Coaching Academy - Editable Notes"

Resources:

• Below You'll Find: the Full Course Outline, Transcript, & Other Optional Resources

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