Become the Resource Expert for Older Clients in Transition

By Helen Modly, CFP, ChFC, and Tommie L. Monez, MBA, CFP, ChFC
Print AAA
Add to My Archive
My Folder

My Notes
Save
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.

Read the Full Article Now
Take a 60-Day Free Trial

No credit card, no obligation
Financial Professionals only

Already a Horsesmouth member?

Member Login

IMPORTANT NOTICE
This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

© 2024 Horsesmouth, LLC. All Rights Reserved.