Transition to Retirement: a highly personalised program for professional services firm partners

In working with partners approaching retirement, I have observed a clear pattern.

By definition, these are highly capable, highly successful individuals who have typically spent years thriving within the one industry – if not the one organisation. It is therefore not surprising that they often find the prospect of retirement to be daunting.

What matters is their response. Many can - understandably - respond with a level of resistance, or denial. This leads to:

• high stress for the partner, their family and their team

• dysfunction in the team with clogged pipelines for other partners coming through

• a luck-of-the-draw outcome for the partner herself or himself.

By being supported to lean into this challenge, partners move from resistance to acceptance and anticipation.

The Encore Program guides and supports your senior partners in the two to three years before they retire from the firm. By actively engaging in a highly personalised and confidential process, they will take control of their career during and beyond their time with the firm:

• Increased engagement

• More open communication with the team

• Improved transition for clients

• Optimal outcomes for participants
  

Move towards and beyond retirement from the firm with confidence and enthusiasm for what comes next

In the Encore Program, participants will:

• Identify and understand their current mindset around retirement and its implications

• Broaden their focus beyond retirement day across many domains of life, taking control to design and implement a plan for their optimal life

Through a combination of reflection, powerful coaching conversations and structured action planning, they will:

• Identify which of the domains of life are working well, and which need attention

• Craft a plan for developing lag areas

• Be supported as they implement their personalised project plan

• Benefit from a safe, confidential sounding board to explore concerns and questions around their retirement

• Move to and beyond retirement from the firm with enthusiasm and a high sense of fulfilment; confident that an optimal life lies ahead of them.

The program can be conducted in person (Sydney metro or travel by arrangement) or by phone/Zoom.

To request a free info sheet with more information about my Encore: Transition to Retirement Program, please email me or phone +61 (2) 8005 1604. Alternatively, click below and book directly into my schedule and let’s talk.