Synergize Podcast

Sherri Snelling: What Advisors Need to Know About Caregiving Today

Written by Admin | December 16, 2024 11:00:00 AM Z

Financial advisors haven’t traditionally addressed the topic of caregiving with clients, and when they do the discussion tends to focus on the cost of care. 

But with today’s longer lifespans, taking a more comprehensive approach to helping clients navigate the implications of caregiving may help advisors differentiate and grow their businesses. 

In this episode, Sherri Snelling ─ a gerontologist and Founder & CEO of Caregiving Club ─ joins hosts Bill Coppel, Chief Client Growth Officer at TradePMR, and Ryan Neal, Senior Editor at TradePMR, to dive into this topic. 

Listen as they explore: 

  • Why addressing caregiving issues may help advisors build sustainable businesses 
  • How a holistic approach to caregiving can potentially fit into the role of a financial advisor today 
  • Practical steps advisors can consider to be better equipped to help clients with their caregiving journeys