How do you talk with your aging clients about planning for future care or for a change in their health? On today's What Works Wednesday, Matthew is joined by Lisa Mayfield, the creator of Aging Wisdom and former President of the Aging Life Care Association. Listen in as Lisa shares her thoughts and recommendations for what advisors can do as their clients get older in life and they start needing care beyond what they can provide for themselves. Lisa and Matt will discuss how to open these conversations with your clients and how an Aging Life Care professional can be another partner in your client's support system. https://bit.ly/3zlb9mC

How do you talk with your aging clients about planning for future care or for a change in their health? On today's What Works Wednesday, Matthew is joined by Lisa Mayfield, the creator of Aging Wisdom and former President of the Aging Life Care Association. Listen in as Lisa shares her thoughts and recommendations for what advisors can do as their clients get older in life and they start needing care beyond what they can provide for themselves. Lisa and Matt will discuss how to open these conversations with your clients and how an Aging Life Care professional can be another partner in your client's support system. https://bit.ly/3zlb9mC

What Works Wednesday - Planning For Aging Clients With Lisa Mayfield

Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success.

Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office.

Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel.  Tune in and transform your advisory practice into a powerhouse of success.

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Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office. Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel. Tune in and transform your advisory practice into a powerhouse of success.

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What Works Wednesday - Planning For Aging Clients With Lisa Mayfield

What Works Wednesday - Planning For Aging Clients With Lisa Mayfield

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