Succeed With Senior Clients: A Financial Advisor's Guide To Best Practices

Lingua: inglese

Editore: Aginginvestor.com, 2016

0692702504 / 9780692702505

Da: World of Books Inc, Montgomery, IL, U.S.A.World of Books Inc

Venditore con 4 stelle

Venditore AbeBooks dal 23 marzo 2026

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Descrizione dell’articolo da parte del venditore

Finally A book for financial professionals that spells out what you need to do with your aging investors. An advisor has an average of 7 clients with some kind of cognitive impairment. Yet nowhere in the industry's many sources of information is there a good clear description of how you are supposed to manage them as they become less capable and more vulnerable to abuse. No wonder it has been unclear until now. The only people writing to the financial services field about aging issues are from within the industry itself. It takes those from outside with specific aging expertise to help you, the advisor find a clear path to follow. Aging experts Carolyn Rosenblatt, RN and elder law attorney and Dr. Mikol Davis, a geriatric psychologist have joined their skill sets and offer you a first of its kind work on success strategies with your aging clients. This is not another book about retirement. Instead it addresses the thornier questions about aging such as diminished capacity, financial elder abuse, working with aging client's families and what the regulators all want you to do to keep your older clients safer. Would you recognize diminished capacity? Would you know how to document it and what to do next? Succeed With Seniors gives you the word descriptors to use and lays out a path from when you see the signs to documentation, escalation and approaching the problematic client. Whether you work for a large organization a medium sized firm or you're an independent in a solo office, you will benefit from building expertise with aging clients from reading this book. Besides offering practical tips for everyday use as well as time-saving checklists, this unique work helps you see your aging client from a distinctly problem solving point of view. Never worry again that you don't know what to do next when a client shows signs of cognitive decline. Build your confidence today with the guiding hand of two experienced aging experts at your side.

Codice articolo CIN0692702504VG

Titolo
Succeed With Senior Clients: A Financial Advisor's Guide To Best Practices
Autore
Carolyn Rosenblatt R N
Editore
Aginginvestor.com
Anno di pubblicazione
2016
Condizione
Very Good
Rilegatura
Paperback
Lingua
inglese
ISBN 10
0692702504
ISBN 13
9780692702505

World of Books Inc

Montgomery, IL, U.S.A.

Venditore con 4 stelle

Venditore AbeBooks dal 23 marzo 2026

Tariffe di spedizione nazionale per U.S.A.

ArticoloDa 4 a 12 giorni lavorativiDa 3 a 6 giorni lavorativi
Primo articoloEUR 0,00EUR 9,49
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Founded in 2002, World of Books is a leading online destination for buying and selling both preloved and new books, committed to making sustainable reading accessible to all. With a mission to help people read more and waste less, World of Books offers a huge range of affordable, high-quality books — giving both new and preloved titles a second life. The company also operates World of Books – Sell Your Books, an easy-to-use platform that allows customers to trade in unwanted books for cash, helping to keep books in circulation while promoting sustainability. As a Certified B Corp, World of Books is driven by a vision to become the world’s largest and most sustainable dedicated online bookstore. The company measures its success through the positive environmental impact it creates, the value it provides to customers, and its ability to operate profitably while supporting its sustainable mission

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