Next Chapter Lifestyle Advisors jobs and careers

About Next Chapter Lifestyle Advisors

Next Chapter Lifestyle Advisors provides non-financial lifestyle planning and transition support to advisors and their clients. We educate, inspire and guide them about the challenges and opportunities of this new chapter of life. 𝗙𝗼𝗿 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗙𝗶𝗿𝗺𝘀 We collaborate with financial advisors and exit planning professionals to incorporate non-financial lifestyle planning into their practices. Through educational resources, we equip advisors with strategies to deepen client relationships, enhance retention and differentiate their businesses in a competitive market. Key resources include the Next Chapter Lifestyle Scorecard™, Happiness Portfolio® Workbook and the Retirement Intelligence Assessment. They also have access to retirement coaches, monthly articles, roundtables, unlimited support calls, as well as discounted client education webinars. 𝗙𝗼𝗿 𝗖𝗹𝗶𝗲𝗻𝘁𝘀 𝗧𝗿𝗮𝗻𝘀𝗶𝘁𝗶𝗼𝗻𝗶𝗻𝗴 𝘁𝗼 𝘁𝗵𝗲𝗶𝗿 𝗡𝗲𝘅𝘁 𝗖𝗵𝗮𝗽𝘁𝗲𝗿 (𝘀𝗲𝗹𝗹𝗶𝗻𝗴 𝘁𝗵𝗲𝗶𝗿 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀, 𝗿𝗲𝘁𝗶𝗿𝗶𝗻𝗴 𝗲𝘁𝗰.) Research shows that people experience difficulties adjusting to this life stage, affecting their sense of purpose, connection and identity. We guide individuals and couples - including business owners, executives and professionals - through a proven framework to plan a fulfilling future. From aligning passions and values with life goals, to overcoming challenges like the loss of purpose, we provide personalized coaching to ensure retirement is a rewarding new chapter. 𝗘𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗣𝗿𝗼𝗴𝗿𝗮𝗺𝘀 & 𝗦𝗽𝗲𝗮𝗸𝗶𝗻𝗴 𝗘𝗻𝗴𝗮𝗴𝗲𝗺𝗲𝗻𝘁𝘀 We offer keynote presentations, webinars, and workshops designed to inspire and educate audiences on non-financial retirement planning. Our programs provide actionable insights to help people in transition embrace this life stage with confidence. #NextChapterLifestyle #LifeTransitions