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What Works Wednesday - Planning For Aging Clients With Lisa Mayfield

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Manage episode 346530098 series 2482489
Content provided by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

How do you talk with your aging clients about planning for future care or for a change in their health? On today’s What Works Wednesday, Matthew is joined by Lisa Mayfield, the creator of Aging Wisdom and former President of the Aging Life Care Association.

Listen in as Lisa shares her thoughts and recommendations for what advisors can do as their clients get older in life and they start needing care beyond what they can provide for themselves. Lisa and Matt will discuss how to open these conversations with your clients and how an Aging Life Care professional can be another partner in your client’s support system.

https://bit.ly/3zlb9mC

  continue reading

726 episodes

Artwork
iconShare
 
Manage episode 346530098 series 2482489
Content provided by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

How do you talk with your aging clients about planning for future care or for a change in their health? On today’s What Works Wednesday, Matthew is joined by Lisa Mayfield, the creator of Aging Wisdom and former President of the Aging Life Care Association.

Listen in as Lisa shares her thoughts and recommendations for what advisors can do as their clients get older in life and they start needing care beyond what they can provide for themselves. Lisa and Matt will discuss how to open these conversations with your clients and how an Aging Life Care professional can be another partner in your client’s support system.

https://bit.ly/3zlb9mC

  continue reading

726 episodes

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