2022 Series - Episode one: Know Your (Senior) Client
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 significant intergenerational wealth transfer.
Join us on January 6th at 11:00 am EST for a Coffee Talk as Advocis welcomes Jennifer Moir, EPC, CRTS, CHS founder of Age Well Solutions she 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.
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