Become the Resource Expert for Older Clients in Transition
By Helen Modly, CFP, ChFC, and Tommie L. Monez, MBA, CFP, ChFC
Horsesmouth Essential: Maintaining independence and living at home—every older client wants that. Unique service providers are springing up to support this need, but most advisors don’t know about them. Develop a network of these providers, and you’ll not only add value to clients, but also cultivate more referral power with attorneys and CPAs.