{"id":22054,"date":"2024-06-24T16:49:52","date_gmt":"2024-06-24T16:49:52","guid":{"rendered":"https:\/\/www.thinkadvisor.com\/2024\/06\/24\/creating-great-experiences-in-retirement-planning\/"},"modified":"2024-06-24T16:49:52","modified_gmt":"2024-06-24T16:49:52","slug":"creating-great-experiences-in-retirement-planning","status":"publish","type":"post","link":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/2024\/06\/24\/creating-great-experiences-in-retirement-planning\/","title":{"rendered":"Creating Great Experiences in Retirement Planning"},"content":{"rendered":"
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What You Need to Know<\/h3>\n
    \n
  • Part of what you can give clients is a vision.<\/li>\n
  • Ikea\u2019s showrooms present a clear vision.<\/li>\n
  • Coach seats set up by a typical airline: Not so much.<\/li>\n<\/ul>\n<\/div>\n

    Have you asked your clients what their ideal retirement looks like?<\/p>\n

    You\u2019d probably get answers ranging from playing a round of golf to sipping coffee on the deck of a picturesque lake house to exploring exotic destinations.<\/p>\n

    Everyone has a vision for their golden years, but often not a specific dollar amount for their portfolio.<\/p>\n

    I mean, how many actively imagine themselves skimming over their annual statements to celebrate another year of 10% returns?<\/p>\n

    Retirement planning is about more than return on investment; part of it is envisioning their retirement experience.<\/p>\n

    And if you can maximize your clients\u2019 experience, you can exceed their expectations, no matter the market conditions.<\/p>\n

    Experiences matter.<\/h2>\n

    Uninspired salespeople sell products.<\/p>\n

    Sales professionals sell experiences! And let\u2019s be honest: Positive experiences matter.<\/p>\n

    Countless companies (and people) have built their reputation on delivering a positive experience for their customers.<\/p>\n

    Here are two examples that come to mind for me.<\/p>\n

    Topgolf: <\/em>This is simply a driving range, but people will visit Topgolf on their vacation when they could go to a driving range at home whenever they want. Interestingly enough, more than 50% of their customers are non-golfers.<\/p>\n

    IKEA:<\/em> This is the largest furniture manufacturer in the world, and people are willing to spend an entire day in a store. Many people often make a weekend trip out of it. Instead of simply having rows of couches and dressers like a typical furniture store, they allow you to take a journey through endless staged rooms. The visitor can feel how IKEA can fit in their lifestyle.<\/p>\n

    These two companies have ensured long-term customer satisfaction and loyalty because they\u2019ve crafted an enjoyable experience for their customers.<\/p>\n

    On the flip side is an entire industry that neglects providing a positive experience: the airline industry. Traveling by air is no longer very enjoyable.<\/p>\n

    Between the long lines, uncomfortable seats, shrinking legroom, hidden baggage fees, and oversold flights, a lot is left to be desired. So, what makes a great experience?<\/p>\n

    Control what you can.<\/h2>\n

    Regardless of the industry, customers are looking for many of the same attributes: speed, convenience, knowledgeable help, and friendly service.<\/p>\n

    Want the good news for our industry?<\/p>\n

    None of these experiences has to do with market returns or having the lowest fees.<\/p>\n

    And the best part about this is that you are in control.<\/p>\n","protected":false},"excerpt":{"rendered":"

    What You Need to Know Part of what you can give clients is a vision. Ikea\u2019s showrooms present a clear vision. Coach seats set up by a typical airline: Not so much. Have you...<\/p>\n","protected":false},"author":1,"featured_media":22055,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[],"tags":[1],"jetpack_featured_media_url":"https:\/\/blog.lifeinsurance-orleans.ca\/wp-content\/uploads\/2024\/06\/creating-great-experiences-in-retirement-planning.jpg","_links":{"self":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts\/22054"}],"collection":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/comments?post=22054"}],"version-history":[{"count":0,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts\/22054\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/media\/22055"}],"wp:attachment":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/media?parent=22054"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/categories?post=22054"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/tags?post=22054"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}