Case Study: Retirement Planning for Asset Management Firm as Response to Market Demands A retirement wave of baby boomers caught a US investment company off guard. Without a financial planning solution for retirees, the company started losing customers that have been saving and investing with them for two decades. The company needed to take action to prevent customer attrition and thrive once again. ABOUT THE CLIENT The Client is a private investment firm based in the US. They have been in business since the ‘90s, working with high net worth individuals, investment firms, profit-sharing pension plans, charitable organizations, and corporations. The Client employs financial advisors that provide expensive specialty services to retail customers through a turn-key asset management pl

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