Advocis Coffee Talk – Know Your Senior Client
Thu, Jan 6, 2022
11:00 am - 11:30 am
Exclusive to Advocis Members
As a financial advisor, the responsibility to Know Your Client is essential. When it comes to senior clients, this responsibility can run even deeper – especially in an era of exceptional longevity and significant intergenerational wealth transfer.
In this edition of Coffee Talks, Jennifer Moir, EPC, CRTS, CHS of Age Well Solutions will introduce advisors to the unique nuances of the senior client, including how to create personalized and meaningful profiles through essential conversations, thoughts on the most vital resources from within your network to draw upon, and the most important ways in which you can add value.
As always, Coffee Talks is exclusive to Advocis members only. Register today to reserve your spot!
Delivered as an online webinar