Gift of Communication Gift of Communication Gift of Communication Gift of Communication Gift of Communication

Financial Advisors

  • Are your clients asking you to preserve their wealth rather than grow it?

    It is time to start changing your practice from  asset accumulation to asset preservation. You need to understand what your clients will face as they get older and are more concerned about holding on to what they have rather than accumulating more.

  • Have you lost assets when your clients died and their children transferred the funds to another advisor?

    Statistics show that 90% of advisors lose their client’s assets when their children take over. You need to establish a plan to create a strong relationship with the children of your best clients.

  • Are you uncertain how to manage your clients as they age and begin to exhibit diminished mental capacity?
A
Working with Clients with Diminished Capacity

What do you do when you discover that one of your clients has a diminished mental capacity? According to the Alzheimer’s Association, Alzheimer’s disease will strike more than 8 million Americans by 2030 ( a rise of 60% from 2010). If you don’t know what steps to take to protect your client and your practice, both may be at risk.
I have developed a protocol that you can follow to deal with this problem. Attend my workshop and learn the steps you can take to help your aging clients and preserve the business you have worked so hard to build.

B
Critical Conversations with your Adult Children

Talking to your adult children about all the issues that you will face as you get older is often very difficult to do. Passing the Torch  gives boomers and their advisors a practical and empathetic approach to work with their children to discuss and plan all the decisions they will have to make. This workshop lays out the steps to prepare and hold a family meeting to open up the lines of communication. It addresses such critical areas as legal issues that can impact the family, end of life planning, health care planning and passing on a legacy to the next generation.

C
Bridging the Gap with Aging Parents

In this presentation I provide financial advisors with a blueprint to change the relationship their clients have with their aging parents.
I cover theses important topics and more:
⦁ 3 simple techniques to bridge the communication gap between generations
⦁ Understanding the Critical Issues that are most important to seniors
⦁ How to organize and hold a family meeting with aging parents
⦁ The 5 essential legal issues that seniors must address
⦁ How to create a long-term care plan for the family
⦁ 7 tips for gathering and organizing the critical information clients need to plan for the future.

Bridging the communication gap between generations.