5 ways to better serve aging clients
If you plan to support this maturing demographic, here are five key considerations.
- Develop deeper KYC conversations for better client outcomes
Truly understanding a client’s goals and aspirations is foundational for creating a holistic financial roadmap for them. This is where the more in-depth know-your-client (KYC) requirements introduced through which client-focused reforms (CFRs) can work in your favor to provide greater insight into their needs.
What does retirement look like for them? Just because a client is in or approaching retirement does not mean that their financial needs will be the same as someone else at a similar age or
