A simpler, slower life - one full of Sunday drives and one-on-one in person conversations. Sound nice doesn’t it? Believe it or not, slowing down is a critical part of a financial advisors job.
Throughout the past year I have been asked to contribute to the industry publication Senior Market Advisor. My January column focuses on the need to slow down and actively listen to our older clients.
Seniors want you to slow down, take time to invest in, listen to and ultimately build a strong personal connection with them. Once you have demonstrated your commitment to the client by listening, understanding the family dynamics, and paying attention to the small things, he or she will be more accepting of your advice and take the necessary steps to meet their financial goals.
Click here to read the complete column online. On the site you will also be able to see some of my previous columns for Senior Market Advisor. The topics covered include insuring your wealth, re-defining life legacy and the aging population. So slow down, kick back and take some time to read some words of advice regarding life insurance and senior cliental. And, I encourage each of you to share your own advice by commenting to this Blog.
