Planning for retirement and/or the sale of a business is most effective when it's part of a broader, long-range process that ought to begin decades earlier.  So, while the plan itself is important, helping clients adopt a “planning mindset” is essential.  That makes your role as challenging as it is important.  As a trusted business advisor, you need to help your clients contemplate what lies ahead.  Want some ideas about how to begin a conversation with your clients about planning for the future?  Download my complimentary Brief Guide For Advisors or click on the attachment below.