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
John Diehl is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA's BrokerCheck.
The MIT Age Lab is not an affiliate or subsidiary of Hartford Funds.