A new look at the client experience & retirement methodology

In early 2002, the Oakland Athletics baseball team made a bold change to their scouting practices. Their goals were to improve their team by identifying undervalued players using statistical measures over traditional subjective analysis. This journey was well documented in Michael Lewis’ book, Moneyball: The Art of Winning an Unfair Game.

Similarly, as much as the Monte Carlo analysis has evolved as a workable planning approach, its singular focus on probabilities of success and failure often ignores clients’ perceptions of a retirement plan’s success.

Looking beyond these probabilities—based on worries about losing money or not having enough to live on—and delivering strategies based on big-picture thinking may help you hit the ball out of the park in your client retirement planning.

This Whitepaper outlines ways in which applying a Moneyball approach to your client's retirement planning could help create a winning strategy for a successful post-career run.