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Why Your Clients Are Chasing the Wrong Retirement Number
['Sam Instone']
International Adviser
Most clients approaching retirement are measuring themselves against a number.
What the benchmarks actually showUsing US data as a consistent global reference point, the picture is more nuanced than most clients expect.
I had a client who’d set himself a $10 million target.
What to tell your clientsThe most useful question to put to any client who’s fixated on a retirement target isn’t whether they’re on track to hit it.
The clients who sleep well aren’t the ones who hit the biggest number.