1. How Pauline Works With Her Clients
2. How Pauline Works with Financial Advisors
3. Words, Phrases, Conditions that lead to referrals for Pauline                                                                                                       
4. B2B Synergy Podcast with Pauline Field (Audio Version)
5. B2B Synergy Podcast with Pauline Field (Video Version)​

Click To Podcast Episode Timestamp
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01:13 Understanding Retirement Coaching: Services and Client Demographics
03:40 The Core Reasons People Seek Retirement Consulting
06:02 Personalized Coaching: Tailoring Retirement Plans
11:16 Exploring the Benefits of Group Coaching and Self-Paced Programs
14:34 The Role of Financial Planning in Retirement Preparation
19:01 Pauline's Client Makeup
22:26 Collaborating with Power Partners - Financial Advisors, CPAs, Estate Planning Attorneys, Real Estate Pros, Travel Agents
24:47 How Pauline Evaluates and Works with Financial Advisors
27:01 Problems Pauline's clients are having regarding their finances 28:32 How Pauline works with CPAs
29:20 How Pauline Works with Family Attorneys
30:31 How Pauline Works with Travel Agents
31:27 The Future of Retirement Coaching: Trends and Needs
32:28 Special Offers

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