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When a couple has experienced financial success, they often reach midlife having drifted apart. As an advisor, you have an opportunity to guide their conversation toward a combined vision and action plan for the second half of their life together. By helping them craft individual dreams, aligning their expectations, and turning their vision toward eternal impact and away from leisure and security, you will be able to speak to their financial concerns much more effectively. Lloyd Reeb shares a roadmap for leading couples toward a second half of significance.
Lloyd Reeb is a successful real estate developer who made a Halftime® transition in 1993 by redefining success and re-orienting his focus toward second-half significance. His book, From Success to Significance - When the Pursuit of Success Isn't Enough, is a roadmap for mid-life transition. Lloyd is the primary spokesperson for the Halftime movement, helping successful people pursue significance. For more than 15 years, he has dedicated most of his time to speaking about Halftime issues, leading Success to Significance workshops across the country and coaching many individuals in mid-life transition. Lloyd lives in Charlotte, NC, with his wife, Linda, and has three adult children.