Beyond the Numbers: How Coaches and Advisors Can Partner to Help Clients Thrive in Retirement

Some of the best retirement transitions happen when a financial advisor and a retirement, lifestyle or life planning coach work together. The advisor guides the numbers, the coach guides the human side of what comes next. But too often that partnership never forms, because neither side is sure how to work with the other.

This session opens up both sides of that conversation. Drawing on 20+ years in the financial industry and her work today as a retirement lifestyle coach, Toni Petrillo has built these partnerships from both perspectives, and she’ll share what makes them work.

What we’ll get into:

• What a retirement lifestyle coach really does, and where it fits alongside financial planning
• The moments where coaching makes the biggest difference for clients
• Tools and techniques that can be used by both coaches and advisors
• How coaches and advisors can partner while respecting each other’s roles

Who should attend:

This is a session for professionals who work with individuals who are approaching or in the phase of their lives when they are considering what comes next following their careers or well beyond that point. It is not intended for and will not be useful for individuals seeking a relationship with a coach or advisor. If that’s your interest, let us know and we’ll offer such an event if there is sufficient interest.

About Toni Petrillo:

Toni is a Certified Retirement Coach and CFP, and Founder of Retire with Intention. She works with business leaders and other professionals making the transition from career to retirement. As a former financial services executive hiring and working with financial advisors, she understands their business processes and motivations. As a consultant and coach, she has built relationships that link her services to those of advisors in ways that are client-focused and beneficial to all involved. In this session, she will share what she has learned about creating these partnerships so they work for both coaches and advisors, but especially for their clients.