Your clients don't know what they don't know.
Stacey Golden-Lisnock
Helping financial services professionals bring added value that results in client loyalty for generations to come.
Solo Agers make up 12% of the over 50 age group.
Do you have Solo-Ager clients??
1/3 of solo agers have not made their end of life wishes known.
They are worried about losing their independence.?
As their professional advisor, your clients expect you to alert them before danger strikes.
If that client was no longer able to independently manage their day-to-day finances, less than one third report that they would have help.
By enlightening your solo-ager clients about the importance of being prepared in advance of a health crisis you can help them to feel more in control and be ready as life happens.
Your clients don't know what they don't know. When they are solo-agers and depending on themselves, they need professional input from a trusted source.
You're in a unique position to help your clients create solid and well thought out plans.
Need support with helping your clients to create an emergency and end of life plan? Let's chat.
Set a time to talk over zoom. tinyurl.com/linkedin-sgl-calendar
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3 年No, I haven't heard that term before. Who is an 'elder orpahan'?