Financial Planners: Tips to Ensure a Successful Meeting with Your Senior Clients

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posted by Ted Ryan on November 21, 2012

Financial planning helps ensure that aging seniors can receive the care that they need. A good relationship with their financial advisor is very important. We’ve created a list of tips to help maintain a good relationship with your elderly clients, whose needs may exceed those of the average client.

  1. Large Print

Financial documents can be intimidating to read for anyone. For those that have vision issues, as many seniors do, struggling to review these documents can be quite frustrating. The simple step of using large print can help your client read information clearly.

  1. A Quiet Meeting Space

Hearing issues are also common among seniors. Avoid a noisy or echoing meeting place to ensure that you are heard. Simple steps to address vision and hearing issues will help avoid misunderstandings that could lead to confusion.

  1. A Family Representative

Recommend that the elderly client bring a family representative to help explain important documents. In addition to being helpful while you meet, a family member can also help the client recall details of your meeting if they have trouble remembering.

  1. Easy Access

To meet with a client, they must be able to get to you. If your office is not on the first floor, make sure that it is wheelchair accessible and safe to reach for individuals with walking issues.

There are many ways to foster your relationship with senior clients. For more, check out our previous post on the subject. You may also be interested in reading our post on how to help client’s with pre-dementia.

As a financial planner, you play a very important role in shaping a senior’s future. If you have further questions, please contact us. Seniors Home Care also offers complimentary 30-minute coaching sessions to help you help your senior clients.

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