Who We Are
NextChapter is an interdisciplinary consulting practice with deep longevity planning, risk mitigation and wealth management expertise.We leverage a unique combination of professional and personal experience to help customers drive retention, consolidation and organic growth by effectively engaging clients in the Moments that Matter.
Moments that Matter – things like a health event, becoming a caregiver, or losing a loved one – are Moments that Matter to families and their finances. They force us to come together, make trade-offs and manage change. Firms and manufacturers that lean into this reality enable better client retention, consolidation and growth through clients’ NextGen family by helping people navigate change without losing sight of what’s most important – preserving dignity, agency and financial security to and through retirement.
How We Accelerate Growth
NextGen is the new target market – $138T is already shifting to GenX and Millennials (Tiburon)
Moments that Matter drive advisor engagement – 60% of consumers with a financial advisor hired one as the result of a life event (NAPA)
Health events, caregiving highlight family financial interdependencies and protection opportunities – roughly 60% of people have at least one chronic condition (CDC). 21% of people are currently unpaid caregivers; 45% have experienced at least one financial shock (NAC).
Why NextChapter
We put consumers first.
We focus on the Moments that Matter that drive the need for advice, protection solutions and help managing money in motion.
We connect the eco-system of advice.
We provide full-service support – client analysis, analytics, coaching, engagement and solutions – to firms, manufacturers and consumers whether they’re anticipating or navigating major life events.
We help you grow.
We improve book health and product conversion by leveraging the new Metrics that Matter – including age and gender-weighted revenue – that uncover hidden retention, consolidation and NextGen growth opportunities.
AdvisorGrowthPrograms
The FamilyConversation
The Family Conversation is an advisory firm growth program to help Advisors retain and grow their most valuable client relationships by engaging with the challenges of longevity. For product and solutions companies, The Family Conversation creates opportunities to drive new product sales.
The Family Conversation supports Advisor engagement with their most important clients, clients facing retirement with accumulated assets who need the most help. These clients are the ones most at risk of going to a competitor. For this program, we’ve duplicated best practices of top Advisors to help your firm retain client relationships and build trust. Participants work with case studies of actual clients or ”personas” to effectively relate to complex issues facing their clients. Learn more.
Total WealthAdvisor
Total Wealth Advisor is both a product positioning and practice management strategy that firms can implement to increase the appeal of securities-based lending among Advisors and help Advisors present appropriate lending solutions to their clients.
The Total Wealth Advisor program supports Advisor engagement with clients around liquidity needs. This program gives Advisors tools to work with their clients’ total balance sheet to help them offer credit solutions. Our tools leverage persona profiles occurring most often, of the best prospects for SBLOCs. Our approach is a progressive build – beginning with defensive tactics for retention and moving to more proactive strategies to deepen engagement. Learn more.
Your YellowBrick Road
The Yellow Brick Road is an Advisor practice management program using protection and protected income strategies sought after by retiring clients; increasing client share of wallet and net new assets.
The Yellow Brick Road program gives Advisors the tools to provide guidance about appropriate protected income strategies, that include the role of annuities. Through Practice Management Workshops, Client Personas, Next Best Action campaigns and customized Sales Programs, we help Advisors pave a clear path down the Yellow Brick Road of their clients’ retirement. Learn more.
Clients
