Despite growing complexity in retirement planning, many Americans still approach this stage with uncertainty and anxiety.
The 2023 Retirement Income Literacy Survey (RILS) reveals gaps in both knowledge and confidence among pre-retirees and retirees. These gaps can lead to poor decision-making, reduced plan adherence, and lower satisfaction in retirement.
This workshop uses RILS data to examine how working with a financial advisor can improve client outcomes—specifically by increasing confidence and reducing anxiety. It will explore how a client’s perception of their advisor’s knowledge influences trust, belief in the plan, and overall retirement readiness. The session will conclude with actionable strategies advisors can use to improve how clients perceive their knowledge, ultimately strengthening the advisor-client relationship and supporting better retirement decisions.
In "Confidence Counts: How Advisors Boost Retirement Readiness" with Eric Ludwig, you will:
- Quantify the impact of a financial advisor on client confidence and anxiety, using data from the 2023 Retirement Income Literacy Survey;
- Analyze how clients’ perceptions of advisor knowledge influence their confidence in the advisor and their retirement plan;
- Apply strategies for financial advisors to enhance client perceptions of advisor expertise, fostering stronger client relationships.
This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
Your presenter is Eric Ludwig, PhD, CFP®.
Meet Eric Ludwig, PhD, CFP®
Retirement planning experience
Eric Ludwig, Ph.D., CFP, stands at the intersection of academia and real-world financial expertise. As a well-regarded retirement planning thought leader, he serves as an Assistant Professor of Retirement Income and directs the RICP® program. In his role as the Executive Director of the Center for Retirement at The American College of Financial Services, Eric’s dedication to research and innovation is evident. He’s committed to crafting solutions that not only ensure financial stability for investors but also enrich their personal lives, recognizing the intertwined nature of financial security and personal fulfillment in retirement.
Retirement planning thought leadership and expertise
Ludwig has been in the financial services industry for over 16 years, ten of which as the CEO at Stockbridge Private Wealth Management. This blend of hands-on industry experience and academic rigor equips him with a dynamic and pragmatic viewpoint. His multifaceted expertise as a practitioner, educator, and researcher grants him a profound grasp of behavioral finance and retirement planning, leading to pioneering research in the field.
Invest in Your Retirement Expertise.
1 hr CFP®, CRC®, and other CE Credit Reporting
We are a CE Sponsor with the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).
We will report your CFP® and/or CRC® credit (no additional reporting fee). Please add your ID at checkout. You are responsible for reporting all other certification CE credit.
Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.
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