Discover the power (and perks) of return on retirement (ROR) planning

in this free download of David Bach’s “Return Your Focus” AE Insider article!


Money is great; experiences are better.

In this can’t-miss article, David Bach tells the story of how he discovered ROR-focused planning and shares insights critical to making this experience-first strategy work for your firm. Here’s a look at just a few of the gems you’ll glean from this article:

Key ROR-conversation-starting questions

How ROR planning changes retirement for your clients

How to uncover clients’ ROR goals

And More!