Succeed with Senior Clients

A Financial Advisor's Guide to Best Practices

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Succeed with Senior Clients

By: Dr. Mikol Davis, Carolyn L. Rosenblatt RN

Narrated by: Carolyn L. Rosenblatt RN

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Financial professionals are seeing more financial abuse of aging clients than ever. Why? Elders are living longer, but not necessarily in great health. The pervasive problem of Alzheimer's disease and other dementias can steal a client's financial judgment and make the person much more vulnerable to manipulation. Even if an elder is still competent, she may be subject to the improper persuasion, called "undue influence" of a family member or other trusted person.

Dr. Mikol DavisCarolyn L. Rosenblatt RNCarolyn L. Rosenblatt RNAgingInvestor.com

Abuse

Career Success

Dysfunctional Families

Dysfunctional Relationships

Employment

Parenting & Families

Relationships

Career

Grandparenting

Dementia

Abuse Career Success Dysfunctional Families Dysfunctional Relationships Employment Parenting & Families Relationships Career Grandparenting Dementia

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