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The Future of Advice

Education and longevity are raising the expectations for advice

 

The expectation to live longer and better is driving clients to demand more from financial advisors. They want you to prepare them for what they may confront in middle age and as older adults—meeting the challenges and embracing the opportunities. Your ability to provide these essential services will depend on the depth of your relationship with each client, understanding their evolving needs, and being knowledgeable about resources and services to help meet those needs.

Learn how to:

  • Recognize the trends in aging and anticipate new consumer demands
  • Distinguish three main business models and align yours with this new frontier of financial advice
  • Educate your clients about the "jobs" of longevity and how to navigate them in concrete and meaningful ways 

Next Steps

  1. View the Advisor White Paper
  2. View the Advisor Workbook
  3. Want to learn how to apply these insights to your practice? Send us your email.
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ADVISOR WEBCAST:
The Future of Advice
Education and longevity are raising the expectations for advice

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Resources for Financial Professionals

 

   Advisor White Paper


   Advisor Workbook


   Advisor Presentation


 

Click here to order materials >

The MIT Age Lab is not an affiliate or subsidiary of Hartford Funds..


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