Jill O’Donnell and Graham McWaters

The whole picture: Understanding the needs of aging clients

As a financial advisor, you spend a great deal of time looking after your clients’ financial well-being and making sure they have adequate resources for their retirement years. But retirement is about more than just finances. Understanding the needs of your aging clients both financial and non-financial is essential. A complete picture of your clients' situation will allow you to serve them to the best of your abilities.

By Jill O'Donnell and Graham McWaters |October 23, 2013

4 min read