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FINANCIAL ADVISORS: Actions to Help Your Elderly Clients during the COVID-19 Crisis
If you are a member of the FPA, register for the free webinar on April 15 at 2pm ET.
Interested in learning more? Contact Us at www.Plan4LifeNow.com
Seniors are isolated in their homes or in lock down in care communities. This is the time to further enhance your client relationships by leveraging technology. Ensuring your clients have the supplies they need, their critical documents in order, and facilitating a family meeting are critical during this pandemic. What your clients will remember the most is how attentive you are during this pandemic.
Attendees will learn:
how to leverage technology solutions to meet with your clients during COVID-19 and beyond
how to deepen your relationships with your clients and other professionals
how to address end of life planning and facilitate family meetings
Interested in learning more? Contact Us at www.Plan4LifeNow.com
Seniors are isolated in their homes or in lock down in care communities. This is the time to further enhance your client relationships by leveraging technology. Ensuring your clients have the supplies they need, their critical documents in order, and facilitating a family meeting are critical during this pandemic. What your clients will remember the most is how attentive you are during this pandemic.
Attendees will learn:
how to leverage technology solutions to meet with your clients during COVID-19 and beyond
how to deepen your relationships with your clients and other professionals
how to address end of life planning and facilitate family meetings
View all episodes
By CTR NetworkIf you are a member of the FPA, register for the free webinar on April 15 at 2pm ET.
Interested in learning more? Contact Us at www.Plan4LifeNow.com
Seniors are isolated in their homes or in lock down in care communities. This is the time to further enhance your client relationships by leveraging technology. Ensuring your clients have the supplies they need, their critical documents in order, and facilitating a family meeting are critical during this pandemic. What your clients will remember the most is how attentive you are during this pandemic.
Attendees will learn:
how to leverage technology solutions to meet with your clients during COVID-19 and beyond
how to deepen your relationships with your clients and other professionals
how to address end of life planning and facilitate family meetings
Interested in learning more? Contact Us at www.Plan4LifeNow.com
Seniors are isolated in their homes or in lock down in care communities. This is the time to further enhance your client relationships by leveraging technology. Ensuring your clients have the supplies they need, their critical documents in order, and facilitating a family meeting are critical during this pandemic. What your clients will remember the most is how attentive you are during this pandemic.
Attendees will learn:
how to leverage technology solutions to meet with your clients during COVID-19 and beyond
how to deepen your relationships with your clients and other professionals
how to address end of life planning and facilitate family meetings