009 – Building Your Retirement Dream Team with Certified Coach Joe Schum

retirement dream team, retirement planning, the retirement resource podcast, Beau Henderson, RichLifeAdvisors.com

Building Your Retirement Dream Team with Certified Coach Joe Schum

Joe Schum joins us again to talk about the importance of building a Retirement Dream Team. You deserve a team that supports you and your definition of a RichLife retirement, which may include financial planners, lawyers, accountants, personal trainers, or even life coaches.

We’re moving from the old passive model of retirement planning (which needs to change) to a very proactive model that puts you at the steering wheel of your life.

DISCUSSION TOPICS

  • The ONE thing you need to do when building a team: establishing a foundation of trust.
  • How you can tell if a service professional is receptive to you and what you want for yourself.
  • Why your team needs to not just collaborate with you, but collaborate with each other.

ESTABLISHING A FOUNDATION OF TRUST

Right now, take a moment to set an intention for yourself: You are going to build this team to be a successful team of counselors that will give you a RichLife, and you will do it with purpose

You are building a team for YOU – not anyone else

HOW TO FIND YOUR TEAM

When you’re interviewing people for a spot on your team, remember to focus on the person, not what they offer

Don’t worry about the accountancy or the financial planning capability or how many law degrees they have, at least at first. That can happen in meetings two and three, as you dig into detail. What we want for you, especially in the first meeting with a potential team member, is see if you have a connection.

When you’re having these conversations, try to identify what type of person they are:

  • Resistors are the people who will focus on their agenda, not necessarily you. They have strong beliefs, they have strong opinions, but they’re not open to influence in any way. This is the last type of person you want on your team, but unfortunately, they are prevalent in professional services roles.
  • Skeptics will raise doubt, and there may be some judgment of what you want. You’ll hear a lot of buts (“That sounds great, but…”), and the best warning sign is if you feel they are being dismissive of your ideas and your goals.
  • “Wait and see” people are a bit tentative, and they may not be sure if they can trust you to follow through on what it is you want. They’re uncertain, but they’re valuing your time and you’re valuing theirs. There’s a mutual acceptance that we want to get to know each other.
  • Experimenters are really interested in figuring out the best plan of action based on the current thinking in this room.
  • Co-creators want to create something new with you. They’re ready and willing to transform this reality, as part of a team – That’s a jackpot.

If we’re not 1) co-creating and collaborating with our retirement team members and 2) they’re not co-creating and collaborating with each other, we’re put in a very bad position.

Even if you have great individual people to go to for advice, if they’re not talking together, they may give you conflicting advice. Then you’re left in the middle to figure it all out anyway  – so you’re probably in the same position as if you had no team to work with at all, if they don’t collaborate.

Resources:

“Building Your Retirement Dream Team

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About Beau Henderson

Beau Henderson is a financial advisor, author, coach, radio personality, and CEO of RichLife Advisors. He has helped over 3,000 clients to not just improve their relationship with money, but to live the life of their dreams.

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