Succeed With Senior Clients: A Financial Advisor’s Guide To Best Practices
Most financial professionals like you know that there may be issues with your aging clients-diminished capacity, trouble with memory and the like. But do you know what to DO about them? Do you ever get an uneasy feeling that you don’t know exactly what to document or where to draw the line with them? Now you have answers! This breakthrough, practical book will save you time and give you a clear direction with every age-impaired client.
If you think these things don’t apply to YOU right now, remember that 10,000 people a day are turning 70! We’re living longer than ever and with aging comes age-related risks, loss of independence and sometimes dementia. All of these can interfere with your job in managing you older investors’ assets. You need to understand what to do to keep those aging clients financially safer, address your privacy concerns, respond to signs of financial abuse and have a clear path to follow when you see red flags. All of this and more are here now in this first of it’s kind book.
Dramatically increase your expertise with aging investors. Get a quick preview of what’s in each chapter by clicking below.
The Family Guide to Aging ParentsAnswers to your legal, financial, and healthcare questions.
By Carolyn L. Rosenblatt, R.N., Elder Law Attorney, Founder of AgingInvestor.com
— Gary Small, M.D., Author, Professor of Psychiatry and Aging, Director of the Longevity Center at UCLA Carolyn Rosenblatt wrote this book after seeing so many families in so much pain because they simply had no one to tell them their legal rights and responsibilities with aging parents or what to do with difficult parents. If you don’t have anyone trustworthy to explain your rights and duties to you in a simple, easy to understand way, this book is for you. If are worried about family fights about care of aging parents, money and sharing the burden, the valuable information contained in this book is required for anyone who wants to free themselves from these stresses. And you will feel totally calm, relaxed and confident about what lies ahead, knowing that you have the crucial knowledge you need to handle difficult situations with aging parents. Imagine:
— Janet Novack, Personal Finance Editor & Washington Bureau Chief of Forbes Media Carolyn L. Rosenblatt, RN, Attorney, Mediator personally cared for thousands of older clients in her nursing career. She represented hundreds of individuals as a lawyer with a combined forty-five years in her professions. Her compassionate perspective on elders informs her writing throughout this book. She is a strong promoter of the safety, protection, and quality of life of seniors. She wants the reader to get immediate benefit from the lessons learned over the years in working with many families at AgingParents.com, which she founded with her psychologist husband, Dr. Mikol Davis. They also founded AgingInvestor.com, for education about elder abuse prevention.
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Working With Aging ClientsA Guide for Legal, Business, and Financial Professionals By Carolyn L. Rosenblatt, R.N., Elder Law Attorney, Founder of AgingInvestor.com
The chapters improve your understanding of:
Rosenblatt combines her nursing perspective with her legal experience to deepen the reader’s understanding of the aging person/client, presenting practical concepts that any professional can use. Woven throughout the book are lessons from Rosenblatt’s many years of working directly with elder people, both as patients and as clients she represented, as well as in her mediation work.
Another common theme of “Working with Aging Clients” is that we all age differently. Rosenblatt writes, “There are nonagenarians who are athletes. Some people over 100 years of age are still mentally sharp. And don’t be surprised if you meet a spry elder who needs no accommodation, tells you to get on with it, and otherwise busts every stereotype you’ve ever held about aging persons.”
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