The Refocus Coaching Academy

🎓 Available Now! Online Course for Financial Advisors
💻 Support Clients in the Non-Financials of Retirement
🔍 As Seen On #FASuccess Podcast & CBS News

[The Refocus Coaching Academy @Refocus_Academy]

Building strong client relationships doesn't have to be difficult! With just 4 simple steps, you can connect more deeply and make a lasting impact for your firm. ✍️

➡️Get the free resource here: https://t.co/ynAkb1uMbn

[The Refocus Coaching Academy @Refocus_Academy]

This is the conversation too many advisors avoid.

You can plan for income.
You can plan for taxes.
You can plan for healthcare.

But if you don’t plan for purpose, retirement can feel unexpectedly empty.

[The Refocus Coaching Academy @Refocus_Academy]

Ready to make a bigger impact for your clients?🎉 Grab our free resources for financial advisors and discover new ways to guide clients through life’s biggest transition... retirement!

[The Refocus Coaching Academy @Refocus_Academy]

Stop blaming the market for client dissatisfaction in retirement. Many retirees are financially ready but unprepared for the loss of purpose and identity. No portfolio fixes that. Advisors who plan for life after work win.

[The Refocus Coaching Academy @Refocus_Academy]

Merry Christmas from our Refocus Team to your family! We hope your day is filled with joy and happiness!🎅

[The Refocus Coaching Academy @Refocus_Academy]

Financial advisors are experts at helping clients plan for the future... 🌟

Here’s the reality: most clients retire not just with money, but with questions about identity, purpose, and daily fulfillment. And if your practice doesn’t help them prepare for that, someone else will.

[The Refocus Coaching Academy @Refocus_Academy]

Most advisors focus on managing money.
Few focus on managing lifestyle and purpose.

When you help clients discover fulfillment beyond the portfolio, you create relationships your competitors can’t replicate.💬

[The Refocus Coaching Academy @Refocus_Academy]

Perhaps now's your opportunity to make a larger impact as a financial advisor.💡

[The Refocus Coaching Academy @Refocus_Academy]

Advisors... a recent 2025 survey from F&G that nearly 1/4 people nearing retirement are considering delaying it. Of those who retired early, 54% are thinking about returning. Across the board, about one-third share a common concern: the fear of lacking purpose in retirement.💡

[The Refocus Coaching Academy @Refocus_Academy]

Think about one of your clients who has spent 35+ years in a workplace surrounded by colleagues and professional networks. Their days are full of meetings, problem-solving, and a sense of belonging. Then one day, it all stops.

[The Refocus Coaching Academy @Refocus_Academy]

From our newest blog all about loneliness and isolation amongst retirees - Go check it out!💬

https://t.co/1OuRDO2hXF

[The Refocus Coaching Academy @Refocus_Academy]

Advisors... Did you know that 1 of 5 of your millennial clients are planning to retire by age 55?💡

[The Refocus Coaching Academy @Refocus_Academy]

Advisors: Did you know that before retirement, clients will think about money 90% of the time, and lifestyle only 10%. When they retire, these percentages flip. They think about lifestyle 90% of the time, and money on 10%.💡

[The Refocus Coaching Academy @Refocus_Academy]

So you've been keeping up with our content but want to know more about what The Refocus Coaching Academy ACTUALLY is? ✅

[The Refocus Coaching Academy @Refocus_Academy]

In addition to 4/5 retirees stating they would have liked assistance with retirement life coaching, a Retirement Confidence Survey shares that nearly "65% of women and 62% of men reported that they 'anticipate retirement as a time to rediscover themselves.'”💡

[The Refocus Coaching Academy @Refocus_Academy]

Retirement planning is more than pensions and projections. It’s also about helping clients rediscover who they are beyond a job title.💬

Financial readiness is only half the story. Identity, purpose, and meaning matter just as much.

[The Refocus Coaching Academy @Refocus_Academy]

Did you know that self-reported depression increases by 40% within the first 5 years of retirement? Advisors, one way we tackle this shocking statistic is by providing our clients with the resources they need to live a purposeful retirement.💡

[The Refocus Coaching Academy @Refocus_Academy]

Not every client wants to stop working in retirement... and that’s perfectly okay.

For many, work has been a source of purpose, identity, and fulfillment. Retirement doesn’t have to mean quitting all of that cold turkey.

[The Refocus Coaching Academy @Refocus_Academy]

TOP FINANCIAL PLANNERS ARE USING THESE FREE RESOURCES⬇️

Did you know The Refocus Coaching Academy offers six FREE downloads to help advisors address the non-financial side of retirement?

💡Download them here: https://t.co/vI4nONko8j

[The Refocus Coaching Academy @Refocus_Academy]

A common misconception pre-retirees have about their retirement: "It'll be a lot of golfing and free time."🤔

... It might be, but studies have shown that this won't fulfill them. What are you doing as a financial advisor to guide clients from this mindset?