A special welcome to AdvisorListen readers — thank you for the introduction.
Return to Advisor ListenFor Financial Advisors
Your clients are ready to retire. Are they ready for retirement?
Most retirement planning addresses the money. PHASE Into Retirement™ addresses everything else — the five non-financial dimensions that research shows actually determine whether retirement becomes fulfilling or frustrating. Let’s talk about bringing it to your clients.
$79.99 regular · $40.00 for AdvisorListen readers (50% off)
See a sample report (opens in a new tab)Book a meeting
Let’s talk about bringing PHASE™ to your clients
A short conversation to see whether PHASE™ fits your practice — how the assessment works, what the advisor report gives you, and how other advisors use it in review meetings. Pick a time that works for you.
What is PHASE™?
The retirement conversation most advisors aren’t having — but clients quietly need
The Harvard Study of Adult Development — 80 years of research — tells us that relationships, daily structure, and a sense of purpose predict life satisfaction far more reliably than portfolio size. Financial security makes retirement possible. These five things make it fulfilling.
PHASE Into Retirement™ is a research-backed, 50-question online assessment that measures a client’s readiness across five non-financial dimensions. They get a personalized score, a detailed PDF report, and written guidance from Grace, their personal retirement counselor. You get a separate advisor report with coaching cues, conversation openers, and dimension-specific watch-for flags — ready for your next review meeting.
Purpose
Meaning and identity beyond the career. What anchors them when work ends?
Health
Physical and emotional well-being — the foundation that makes everything else possible.
Activities
How time gets filled with intention, not just with whatever fills the hours.
Everyday Life
The daily rhythms and routines that replace the structure work provided automatically — and that most clients have never thought to plan for.
Why advisors use it
A tool that works for your clients and your practice
PHASE™ isn’t just a client resource — it’s a conversation engine. Advisors who use it report deeper review meetings, stronger relationships, and clients who feel cared for in ways that are genuinely hard to replicate.
Deeper client conversations
Every advisor report includes dimension-by-dimension coaching cues and conversation starters you can use immediately.
Stronger retention
Clients who feel genuinely understood stay longer, refer more, and trust you with more. PHASE™ creates that connection.
Real differentiation
Give near-retirement clients something most competitors don’t: a structured, research-backed view of their whole readiness.
Two reports, one assessment
Clients get their personal report. You get an advisor-specific report with talking points built around their results.
The research
Built on decades of longitudinal study — not self-help instinct
Every PHASE™ dimension is grounded in peer-reviewed research from gerontology, psychology, and behavioral science. The findings below are drawn from those studies by Gerald Bierling — PHASE™ co-founder, Head of Research, and a statistical research consultant with nearly 30 years teaching research methods at McMaster University.
41%
of retirees who see friends monthly report being very happy, vs. 29% who see friends yearly
60%
of volunteering retirees report being very satisfied, vs. 41% of non-volunteers
What you’ll experience
Take it the way your clients will
The best way to understand what PHASE™ does for a client is to go through it yourself. You’ll get the full client experience — and a preview of the advisor report that would accompany it in practice. Twenty-five minutes. Private. Entirely yours.
50-question assessment — about 25 minutes, pausable, accessible from any device
Personalized PHASE™ score across all five dimensions, with your overall readiness level explained
Downloadable PDF report — strengths, growth areas, and written guidance from Grace, your retirement counselor
Advisor report preview — see the coaching cues and talking points your clients’ advisors would receive
12 months of access — revisit your results and re-download your report anytime over the next year
One-time payment, no subscription — $40.00 with your exclusive AdvisorListen discount
After 40+ years of on the go, I came to a dead stop, retiring on June 1st, 2024. The PHASE Into Retirement™ assessment reinforced some of my strengths and identified areas where I could improve my day-to-day to achieve a more satisfying and productive retirement. I wish I had taken it before retiring.
Ready to bring PHASE™ to your clients?
The best next step is a short conversation. We’ll show you how it works and how it fits your practice — no pressure, just a look.
Or experience it yourself — half off
Want to take PHASE™ personally before recommending it? As an AdvisorListen reader, it’s yours at half off — our treat. Your code is applied automatically at checkout.
ADVISORLISTEN50
This assessment is for educational and reflective purposes only and does not constitute financial, legal, or medical advice.