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: