HELP CLIENTS PREPARE FOR LIFE AFTER WORK
Bring the life side of retirement into your client experience.
Schedule a conversation with Arthur Schwartz, PCC, to explore a client webinar, educational program, or partnership that complements your financial planning expertise.
30-minute partnership call • Private Zoom conversation • No obligation
FINANCIAL ADVISOR PARTNERSHIPS
Let's explore how I can support your clients.
Choose an available time for a focused partnership conversation. You'll receive a confirmation and private Zoom link by email.
Share your firm and client needs
Tell me about your practice, the clients you serve, and the retirement conversations you want to strengthen.
Explore the right client experience
We'll consider webinars, workshops, and educational programs aligned with your goals and client relationships.
Define a practical path forward
If there's a fit, we'll discuss audience, format, timing, customization, and next steps.
Schedule an advisor partnership conversation
Times are shown in your local time zone.
Need help? Email arthur@accelerantcoach.com.
A meaningful complement to financial planning.
Client-centered
Help clients prepare emotionally, socially, and purposefully for the transition ahead.
Advisor-aligned
Programs support your trusted relationship without competing with your financial advice.
Flexible and professional
Start with a single client event or explore a broader educational partnership.
Help your clients retire to something, not just from something.
The Five Ps framework gives clients a practical language for the non-financial decisions that shape a fulfilling retirement.
Arthur Schwartz, PCC · Accelerant Coach · Retirement Transition Coaching