Do you know what worries your clients?
Stacey Golden-Lisnock
Helping financial services professionals bring added value that results in client loyalty for generations to come.
Solo-agers, those over 50 and on their own in life, have put off making their end-of-life wishes known because they don't know where to start or who they can rely on to support their wishes.
Your clients see you as a resource because of the personal relationship you have carefully established over the years.
By helping your client become aware of the importance of being prepared, you can help them to avoid many problems as they grow older and develop other needs to survive.
And…YOU KNOW THAT ANY Opportunity to review existing business IS AN OPPORTUNITY to uncover new business.
Not only that but helping the solo-ager clients to recognize their situation is paramount to offering additional services that will safeguard their senior journey.
Curious how to get your solo agers clients to take action? Let's talk.
Set a time to talk over zoom. tinyurl.com/linkedin-sgl-calendar