Encore for Financial Advisors

Advisors handle the financial plan.

Encore handles the personal, purposeful plan.

Your clients thrive in retirement.

According to a 2025 survey of the Journal of Financial Planning, only 11% of advisors say their clients are very emotionally prepared to retire.

Encore Initiative helps them think clearly about how they want to spend their time, who they want to become, and how they want to live in this next season.

A different kind of conversation about retirement

Encore is a guided process that helps individuals and couples think more intentionally about life after full-time work.

It doesn’t replace the financial planning you’re already doing. It complements it.

This material creates space for conversations around how they want to spend their time, what matters most in this season, and how to move forward with a sense of purpose and direction.

Older man working on a laptop in an office with a red vase on the desk and a woman working on a laptop in the background.

Encore can make a meaningful difference for clients:

Increased confidence

Clients move into retirement with greater clarity about how they want to spend their time, what matters most, and what they are moving toward, not just what they are leaving behind.

Smoother transitions

When clients have space to process the emotional and relational side of retirement, they tend to navigate the shift with fewer surprises and less second-guessing along the way.

Stronger client relationships

Conversations naturally expand beyond finances into how clients want to live. That depth often strengthens trust and reinforces your role as a long-term guide in their lives.

Greater client satisfaction

When clients are thoughtful about their time, priorities, and purpose, they tend to experience retirement with a greater sense of direction and satisfaction.

What’s Covered in an Encore Seminar or Series

We walk through a range of conversations that help clients begin to think more clearly about this next season of life.

Topics include:

Rethinking what retirement is actually for, and why the cultural vision often falls short
Understanding the difference between financial readiness and life readiness
Processing the transition out of a career, including identity shifts and unexpected challenges
Recognizing common patterns people experience in early retirement
Clarifying how time, priorities, and relationships are changing
Exploring what meaningful work can look like in this season, paid or unpaid
Identifying what clients are moving from, and what they want to move toward
Beginning to shape a more intentional rhythm for daily and weekly life
Considering how calling and contribution carry forward into the years ahead

Over time, these conversations help clients move from a vague sense of uncertainty toward a clearer, more thoughtful plan for their future.

A conference room with a long wooden table and gray office chairs on both sides. Each chair has a sheet of paper and a pen in front of it. The table has three small black containers, possibly holding pens. At the back of the room, a large digital display screen on the wall shows a presentation titled 'Redefining Retirement' hosted by Legacy Wealth Management and Andrew Beach. There is a cabinet beneath the screen with a clock and a framed display on top, and a framed folded American flag on a small stand to the right.

Hear more about how Encore can help impact your clients who are entering or adjusting to retirement:

A man and a woman sharing a joyful embrace, with the man smiling visible. The man has a beard and is wearing a light blue shirt, and the woman has braided hair and is wearing a black sleeveless top.

A man and woman standing close together overlooking a city skyline, with the man embracing the woman.

Financial advisors integrate Encore in a way that fits naturally with their client relationships.

It’s a resource to introduce when a client is approaching retirement, when they are beginning to ask deeper questions about what comes next.

It becomes part of the client experience, stimulating conversations beyond financial planning.

Some start by hosting a single event. Others begin with one or two client introductions.

There isn’t one right way to do this. The goal is simply to provide a thoughtful next step for clients who are navigating this transition.

Meet Andrew

Director of Life Planning & Retirement Coaching

Andrew invested the first 20 years of his career on church staffs, most recently for 17 years at First Evangelical Church of Memphis. He has spent his career helping people navigate from where they are to where they want to be, pointing people toward the gospel of Jesus Christ. Andrew’s approach is rooted in thoughtful conversation and helping people move forward with clarity.

He has worked and lived in the Memphis community since 2005, partnering with individuals, non-profits, and businesses to see our city thrive. He has decades of experience walking with people through key life transitions in order to help people find purpose and meaning.

Encore Initiative is a curriculum Andrew has developed to establish alignment, confidence, and traction as people approach and enter the transition to retirement. His service helps people renew their focus toward The Great Commission in their next season of life.

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Let’s begin the conversation

Would some of your clients benefit from Encore coaching?

Want to bring a seminar to your firm to help a segment of your clients?

Have another question? We’d love to hear from you! Just fill out the form and Andrew will be in touch soon.