We enable financial advisors to more frequently and successfully engage with older clients around what matters most to them - health and longevity issues.
@danielle_fava All you need to do is compare the genders of the leaders of the countries that are failing miserably - the US, Brazil, Russia, UK - to those that are faring well - Germany, New Zealand, Finland, etc. to see that women are our only hope.
Three noteworthy items related to @whealthcareplan version 3.0:
✔️ Simple, 5 minute #digital assessments. Good for engagement versus a full-blown plan.
✔️ Focus on the non-investment issues that clients actually care about
✔️ Tangible examples of #financialwellness in action
Whealthcare Planning 3.0 is now live! Many new features and even easier to use. Enables advisors to conduct quality digital engagements on issues that matter most to clients – wellness and longevity. https://t.co/FhBEPC7eD2 @thegreshamco@gspitzner
We have been experiencing a youth culture for the last 5 decades. The "Next Chapter" is the "elder culture" that will dominate our lives for years to come. @thegreshamco@FAmagazine
https://t.co/WJYyLC5Hep
@CSchwannauer@psb_dc@Chris_Skinner@leimer@SpirosMargaris Yes it is! We offer the only application that enables advisors to help clients plan for the financial challenges associated with health and longevity. Check us out at https://t.co/FhBEPCoPuA (and yes we have been very busy of late)
Social isolation can be as harmful as smoking. Loneliness is associated with higher rates of heart attack, stroke, and dementia. Our older adult family members and friends need help now more than ever.
https://t.co/VTv4Z0MEhw @thegreshamco
.@whealthcareplan Interim CEO Kevin Ruth explains how advisors can use technology to gather information from their clients on sensitive topics related to longevity in the latest WealthTech Winners Circle Podcast with @NexusStrategy.
https://t.co/pmRTfwnm60
Great article on the value of discussing health and longevity concerns with clients. Includes quotes from founder Dr Chris Heye. https://t.co/fZaJkni5Di