Be Ready to Lead When Big Life Transitions Impact Your Clients – Episode 61 Retirement. Selling a business. Grey divorce. Sudden wealth. These are just some of the major life transitions that your clients may experience as they age. And (as you surely know) when life shifts, money tends to shift with it. You want to be in a position to both retain the assets of existing clients who experience life transitions and attract new clients who are going through big life changes and seeking higher-quality advice than they’re currently getting.