How Advisors Can Use This Book
Your Swing, Your Retirement is available for client events, team development, advisor training, and professional learning programs. The book uses a simple, approachable framework inspired by golf but written for everyone to help advisors talk about retirement planning with clients and internal teams.
It can be used for client education, events, and advisor training programs, giving teams and clients a shared language for long‑term planning and decision‑making.
Client Education
Use the book to give clients a clearer, more approachable way to think about retirement planning. It helps steer conversations about long‑term goals, readiness, and the habits that support financial confidence.
Advisor and Team Development
Use the book with advisors and support teams to build a consistent way of explaining retirement concepts. It helps improve communication, strengthen planning conversations, and teach advisors how to adapt the framework to their own style, including creating metaphors that feel natural to them outside of golf.
Events and Workshops
Use the book for client events or workshops. It gives participants a simple way to engage with retirement planning and creates a common starting point for meaningful conversations. Lee is available for client events and seminars where he presents financial planning concepts in a clear and engaging way that helps clients and prospects understand how the ideas fit their own situations.
Leadership and Learning Programs
Include the book in leadership development, coaching cohorts, or firm learning programs. It gives teams the opportunity to develop a simple framework they can return to over time and supports broader conversations about decision‑making and long‑term planning.