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Provide clients with a road map of what older age may present, resources to help, and how to pay for it all.

The expectation to live longer and better is driving clients to demand more from financial professionals. 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 
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Related Podcast Content: Ep. 81 How to Incorporate Health Planning into Your Practice

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Next Steps

1Download The Future of Advice workbook
2Evaluate your current business model on pages 4-5
3Within one week, choose a category from pages 7-9 and complete the action steps

Learn more about The Future of Advice

Related Content

Navigating Longevity
Building Your Longevity Network
Longevity is changing retirement (Do your services match up?)

*Contact your Hartford Funds representative or call 800-456-7526 about CE information.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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

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