Having the Longevity and Caregiving Conversation with Clients

Presented by

Amanda Stahl, Director, Longevity Planning, Raymond James

About this talk

Implementing longevity in your practice is an opportunity to build stronger client relationships, create loyalty with families and differentiate your offering – it’s also the right thing to do for your clients. Join this session to learn how to introduce the topic of longevity and caregiving with your clients, as well as explore resources that can act as an extension to your financial planning offering.

Related topics:

More from this channel

Upcoming talks (0)
On-demand talks (22)
Subscribers (582)
Financial Advisor is a monthly financial services magazine which delivers market information for financial advisors. Its articles focus on strategies and management advice for advisors of affluent clients. Its targeted readership includes financial planners, investment advisors, and broker-dealers.