We are a Financial Gerontology Consultancy
Providing Fractional Services & Programs to Enable Financial Advisors to
Retain More Assets & Heirs
Reduce Asset Spend Down & Build Loyalty with Heirs
When You Reduce the Caregiving Burden on Families
improvE liveS & THE bottom line
THE THREATS TO ASSET & HEIR RETENTION
Over 70% of heirs move assets away from the current firm when they take over money management or upon inheritance.
It’s not enough to involve them. What if you could reduce their caregiving burdens while helping reduce their loved one’s care needs?
Lack of Paid Caregivers
You helped your clients have the funds for care but many cannot access quality, reliable care in our nation’s rapidly expanding paid caregiver shortage.
Money is not enough.
What if you could help them reduce their need for care and the burden on heirs?
Artificially Created Care Needs
Your clients’ wealth is unnecessarily drained by hidden threats that drive up preventable care needs, increasing their suffering, depleting their assets, and burdening their heirs.
What if you could help them reduce their care needs, costs, and the burdens on heirs?
THE SOLUTION
The Retention Catalyst™ Program
A System to Address the Hidden Threats that Unnecessarily Drain Wealth and
Burden Heirs due to Preventable Caregiving Needs & Costs
Be the Advisor for Multiple Generations, Protect Client Wealth & Relationships, Drive Referrals
professional TRAININGS
- Advisor Training Workshops
- Customer Service Team Training Workshops
- Keynotes
STRATEGIC ADVISING
- Assessments, Revisions, & Integration of our Approach into your processes, services, materials, & website
- Fractional Gerontology Services
CLIENT ENGAGEMENT
- Supporting the Adult Daughter (and Other Caregivers) Workshops
- Strategy Sessions
- Client Toolkits
Why Financial Advisors are Ideal to Uniquely Support Clients & Heirs
By offering our approach to clients and their heirs, you can amplify your positive impact on all generations and give them reasons to stay with you.
- The older client is already working with them and trusts them.
- Heirs are familiar with this type of professional and may already be working with one.
- The financial plans you create (and your firm’s AUM) are impacted by your clients’ physical independence.
By incorporating our unique Enabling Design Approach, advisors can provide simple yet innovative strategies to minimize clients’ caregiving needs and costs and burdens on heirs. Heirs are often significantly impacted by caregiving, with many developing health conditions and their own financial challenges. At the same time, advisors can address a hidden threat that would otherwise unnecessarily put the plans they’ve created at risk, helping to preserve assets and AUM.
5 Times Clients Call Us
When Another Heir has Moved Funds Away from Your Firm
When Another Client has Moved to Assisted Living or Skilled Nursing
When Your Clients have Funds for Care, but can't Access Quality, Reliable Care
When Another Heir Objects to Their Parents Move to CCRC
When Your Plans are Based on Incomplete Predictive Analytics
(hint: all are)
We Also Work with:
-Long Term Care Insurance Carriers + Agents
-Employers, EAPs, & Benefits Programs
The LTCI Retention Catalyst™ Program
Reduce Claims
Minimize Losses on Preventable Claims when you help your clients retain their physical independence and limit asset spend-down.
- Address the Claims Wave when you enable clients to reduce preventable needs
- Address a critical gap that predictive analytics fails to address
- Engage with existing policy holders and attract new ones with special events
- Improve your reputation as you change perceptions about LTC insurance
- Help younger clients protect their retirement security by reducing caregiving demands
- Be the Insurer of Choice when you help workplace clients reduce financial losses and workplace disruptions due to employee caregiving demands
EMPLOYERS, EMPLOYEE BENEFITS & EAPs
Reduce Costly Workplace Disruptions
Minimize absenteeism, presenteeism, and reduced productivity due to employee caregiving burdens that cost U.S. businesses
$17-33 Billion annually.
- Give your HR team + managers tools for addressing the impacts of employee eldercare
- Give employees an innovative method to protect their own retirement security by reducing eldercare needs and remaining in the workforce
- Reduce unnecessary turnover and retain valuable workers