Financial Advisors and Older Clients

An article in today's National Post ( http://www.canada.com/nationalpost/financialpost/advisor/story.html?id=01f385e9-2fc7-4dab-85db-1b0c21ecda92&p=2) was about financial advisors needing to be aware of their clients cognitive abilities their family and support situations, and the dynamics of relationships.

This is one very good reason why financial advisors need to make use of Geriatric Care Managers. We are the people who do the monitoring of these situations. It is our mandate to go into people's home, get to know their families and situations, and be their advocates. We are able to be part of a team with financial advisors that will help to insure the best service possible.