/ by Don Connelly / Long-term Care / 0 comments
Long-term care planning may be the most avoided conversation in financial advising, and also one of the most important.
Most clients don’t want to think about aging, getting sick, or needing help. And many Financial Advisors hesitate to bring up the topic at all. It feels personal. It feels heavy. It feels like it might derail the meeting.
But here’s the truth: if you don’t bring it up, your clients may face devastating financial and emotional consequences later on; and they’ll wonder why their trusted Advisor never mentioned it.
This blog post is designed to help you confidently start the long-term care conversation, using simple, tested long-term scripts and phrases you can adapt to your style. Whether you’re meeting a new client or revisiting planning with someone you’ve worked with for years, these words can help you bridge the gap between good intentions and real protection.
Read more
Long-Term Care Scripts and Phrases to Help Financial Advisors Ease Client Conversations
/ by Don Connelly / Long-term Care / 0 comments
Long-term care planning may be the most avoided conversation in financial advising, and also one of the most important.
Most clients don’t want to think about aging, getting sick, or needing help. And many Financial Advisors hesitate to bring up the topic at all. It feels personal. It feels heavy. It feels like it might derail the meeting.
But here’s the truth: if you don’t bring it up, your clients may face devastating financial and emotional consequences later on; and they’ll wonder why their trusted Advisor never mentioned it.
This blog post is designed to help you confidently start the long-term care conversation, using simple, tested long-term scripts and phrases you can adapt to your style. Whether you’re meeting a new client or revisiting planning with someone you’ve worked with for years, these words can help you bridge the gap between good intentions and real protection.
Read more