Whealthcare Planning

We enable financial advisors to more frequently and successfully engage with older clients around what matters most to them - health and longevity issues.

[Whealthcare Planning @whealthcareplan]

@asset_map @AssetMapLLC @Riskalyze @twentyoverten @orionadvisor @redtailtech @RetirementRisks Congrats Adam! Well deserved! You and your team are doing great things for the industry. Keep it up! @thegreshamco

[Whealthcare Planning @whealthcareplan]

Envestnet @ENVintel just hit a home run by hiring Dani Fava @danielle_fava Congrats to both of you!
https://t.co/EpupjhRaqr

[Whealthcare Planning @whealthcareplan]

@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.

[Whealthcare Planning @whealthcareplan]

Thanks Gavin. Could not have said it better myself.

[Gavin Spitzner @gspitzner]

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 @whealthcareplan]

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

[Whealthcare Planning @whealthcareplan]

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

[Steve Gresham @thegreshamco]

Financial advisors are the new front line. Check out my latest article: The Crisis Behind the Crisis https://t.co/7edAjRkcsg via @LinkedIn

[Whealthcare Planning @whealthcareplan]

Great article by @thegreshamco The opportunity is there...

[Steve Gresham @thegreshamco]

https://t.co/jxjiB65iNA A silver lining is there if we are willing to work for it. Here’s my case. @whealthcareplan @alincome #wealthmanagement #retirementincome

[Whealthcare Planning @whealthcareplan]

@DaniFava_TDA Yes!

[Whealthcare Planning @whealthcareplan]

@CSchwannauer @psb_dc @Chris_Skinner @leimer @SpirosMargaris And here is an article i wrote on the subject for the Journal of Financial Planning https://t.co/NJQgiYfo6C

[Whealthcare Planning @whealthcareplan]

@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)

[Whealthcare Planning @whealthcareplan]

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

[Wealth Management @wealth_mgmt]

.@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

[Steve Gresham @thegreshamco]

Woo-hoo at @whealthcareplan today. Our former @Fidelity colleague and friend Cate Rioles joins the team as COO. Welcome Cate to the team of Chris Heye, ceo, Kevin Ruth, Melissa Cruz and me. #WealthManagement #thefamilyconversation @gspitzner @EverSafeSeniors @lifeyield

[Steve Gresham @thegreshamco]

The Pandemic Papers - a care package from ⁦@whealthcareplan⁩ and ⁦@alincome⁩

[Steve Gresham @thegreshamco]

Click for help: https://t.co/3vaAhsmigR

[Whealthcare Planning @whealthcareplan]

A Pandemic Action Plan for Financial Advisors
https://t.co/zUHt79pxrR

[Whealthcare Planning @whealthcareplan]

Financial Wellness Planning in the Age of COVID 19
https://t.co/uFyIVwCNxA

[Steve Gresham @thegreshamco]

Check out my latest article: Three Blind Wealth Management Executives and the Demographic Elephant https://t.co/Z23YglVuaG via @LinkedIn

[Whealthcare Planning @whealthcareplan]

Great article on the value of discussing health and longevity concerns with clients. Includes quotes from founder Dr Chris Heye. https://t.co/fZaJkni5Di