Enhancing Competency.
Building Capacity

We’re sharing some tools and resources to help you quickly enhance your professional competency and augment the day-to-day effectiveness and capacity of your practice.

Worksheets: You can receive a free, printable download of the worksheets by completing the submission form. They will be sent directly to your inbox.

Articles: Read any of the recommended articles by simply clicking on the link provided. Let us know what you think!

Worksheet: Building Service Capacity

An important client benefit offered by today’s family focused-practice is its ability to deliver timely and expert solutions and services across generations. This worksheet guides you in aligning yourself with like-minded, value-add resources and experts so you can build your service capacity quickly, without added cost and without compromising service integrity or the strength of your brand.

Worksheet: Protecting Aging Investors Through Behavioural Insights

Despite the clear benefits of taking action on a specific recommendation, clients may fail to do so because of a psychological barrier. This worksheet helps advisors identify and become more familiar with these common barriers so they can respond appropriately and guide their client towards positive action for their own benefit and protection.

This page is an extract from the complete article found here.

Additional Resources

Building a family-focused practice

Partnering like a pro: Advisors & family Meeting Facilitators

This article describes how advisors can work in a strategic partnership with a subject matter expert or consultant in order to solidify their role and value with clients and families.

Conversations about finances as we age

Published in 2018 by the Ontario Securities Commission, this article provides a snapshot of how well families are doing talking about advancing age and finances and provides insight into the emotional difficulties and hesitations of doing so.

Age Proof Your Practice

Pivoting your practice to better serve and retain high value, older clients and families should be a thoughtful and deliberate process. This article offers suggestions and a starting point to do so.

Dementia-Friendly Professional

A Beacon in the Fog

Changing cognitive function with age poses unique challenges for both clients and advisors. This article shares some perspectives and ideas from practicing advisors about how to approach and successfully manage this delicate and potentially risky situation.

Partner with Age Well Solutions

Prepare your practice to thrive with aging clients and families

Let Age Well Solutions be your partner for quality, ready to deliver services that will have immediately impact and offer lasting value for your practice, and your aging clients and families.

Enhancing Competency. Building Capacity