Holistic advice Archives - Allianz Retire Plus Blog

An elderly retired lady looking amazed as she looks on at her laptop screen

Articles Innovation Retirement Conversations

17/08/2020

Virtual client meetings – tips for effective communication and interaction

In a matter of weeks businesses had to pivot, evolve and reinvent as we came…

Ray Smith

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Three elderly ladies having a laugh together wrapped in each others arms

Articles Research Infocus Retirement Conversations

10/08/2020

Overcome conversation barriers and enhance client trust

Coronavirus pandemic, market volatility, health risks to life and isolation has deeply affected clients in…

Ray Smith

Love31

A retired couple about to start a game of tennis on a lovely sunny day

Articles Retirement Conversations

03/08/2020

Coaching clients to better retirement outcomes

For clients on the cusp of retirement or in retirement, the current market conditions, social…

Ray Smith

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A retired elderly couple snorkeling in the ocean

Articles Portfolio Construction

19/05/2020

Increase confidence in retirement

The idea of an ‘average’ retiree is a myth – so why base a financial…

Ray Smith

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Two elderly males resting after playing basketball

Articles Portfolio Construction

08/05/2020

The Flaw of Averages: planning for individuals, not averages

The idea of an ‘average’ retiree is a myth – so why base a financial…

Ray Smith

Love31

Senior men happily posing for a photo playing soccer

Articles Portfolio Construction

21/04/2020

Retirees forced to ‘park the bus’ – but where?

To coin a football analogy, ‘parking the bus’ means taking a defensive stance to protect…

Ray Smith

Love31

An elderly retired man embracing with his son while they are outdoors on a walk

Articles Retirement Conversations

21/04/2020

Crucial Conversations – Time to talk. Time to listen

Humans are social animals. We thrive in communities with the support and knowledge that communication…

Ray Smith

Love31

An elderly mother and son in the backyard doing some gardening with shovel and pitchfork

Articles Retirement Conversations

15/04/2020

Panic Selling: How to protect your retiree clients in times of market stress

As market volatility continues to impact on retirement savings, it’s understandable that many of your…

Ray Smith

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Computer graphic image of brain and heart

Articles Research Infocus Retirement Conversations

29/11/2019

Humans are not necessarily rational thinkers, especially in retirement – Part 3

An Adviser's guide to factoring in human behaviour when building retirement income strategies.

Ray Smith

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Humans are not necessarily rational thinkers, especially in retirement – Part 2

Articles Research Infocus Retirement Conversations

24/10/2019

Humans are not necessarily rational thinkers, especially in retirement – Part 2

Part two of a four-part series on how to factor in human behaviour when building…

Ray Smith

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