Older clients or families with elderly relatives should become familiar with the different types of care facilities
When employees at RBC Global Banking Service Centre in Toronto reach an age at which they may be considering retirement, manager David Sullivan broaches the subject of working part-time.“We need to retain that intellectual knowledge,” he says. “Our clients are sophisticated individuals with complex accounts. We need seasoned, knowledgeable people to serve them.”Unless retirement age […]
Theatre tickets, special food items, a limo to go shopping — choose gifts that will show clients you have been listening
Yet critics say there are less expensive ways to ensure clients are comfortable in their golden years
Advisors can provide resources and help senior clients find people to guide them through health and social crises
A client who seems irritable or angry may be under a tremendous amount of stress from trying to meet so many demands
Advisors should be aware of the religious beliefs of their clients; such views can offer insight into their financial goals
Lifestyle communities for active retirees offer social and recreational activities, but they’re not for everyone
Bulls, Bears and Pigs is sometimes pat and predictable, but the author’s characters offer some nice insights into helping clients
Estimated 3,300 seniors die from drug reactions every year; advisors can help ensure older clients take medications safely