Advocis Coffee Talks: Know Your (Senior) Client
Date and time
Location
Online event
Coffee Talks is a webinar series by Advocis featuring 30-minute talks on subjects of interest for advisors. Exclusive to Advocis members.
About this event
Registration will open on Wednesday, December 29, 2021
2022 Series - Episode one: Know Your (Senior) Client
As a financial advisor, the responsibility to Know Your Client is essential. When it comes to senior clients, this responsibility can run even deeper – especially in an era of significant intergenerational wealth transfer.
In this edition of Coffee Talks, Jennifer Moir, EPC, CRTS, CHS of Age Well Solutions will introduce advisors to the unique nuances of the senior client, including how to create personalized and meaningful profiles through essential conversations, thoughts on the most vital resources from within your network to draw upon, and the most important ways in which you can add value.
As always, Coffee Talks is exclusive to Advocis members only. Register today to reserve your spot!
