Succeed With Senior Clients


A Financial Advisor’s Guide To Best Practices
Most financial professionals like you know that there may be issues with your aging clients: diminished capacity, trouble with memory and the like. But do you know what to DO about them? Do you ever get an uneasy feeling that you don’t know exactly what to document or where to draw the line with them?  Now you have answers! This breakthrough, practical book will save you time and give you a clear direction with every age-impaired client.f you think these things don’t apply to YOU right now, remember that 10,000 people a day are turning 70!  We’re living longer than ever and with aging comes age-related risks, loss of independence and sometimes dementia. $35

By Carolyn L. Rosenblatt, R.N., Elder Law Attorney &
Dr. Mikol S. Davis, Psychologist, Gerontologist

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