Share1. Have the discussion.
Be proactive, and offer assistance to clients and prospects who are considering retiring abroad. Reach out to them in several different ways (in person, via email, social media, etc.) and be ready to discuss their initial questions and provide follow up.
2. Do your research.
Based on the initial feedback received, do a little more digging into countries and topics of greatest interest. Bring back your preliminary findings, explaining you’d welcome the opportunity to introduce them to experts in your global network who can answer more questions and facilitate transactions.
3. Use your resources.
Leave specific details up to the experts in that market. Work the CIPS network to find a CIPS designee who can assist, including recommendations on immigration attorneys, tax specialists, etc. in that market. Use the CIPS Referral Form to solidify your referral arrangements.