108: How to Help Clients Age With Dignity

Patti was recently asked to be a guest on Hartford Funds’ Human – Centric Investing Podcast.  Together, with hosts John Diehl and Julie Genjac, Patti discusses the importance of helping her clients age with dignity, while also opening communication lines within the family.  Throughout her career, Patti has discovered that while the conversation might be very delicate and emotional, it is paramount to discuss “what if’s” with adult children.  In every client/advisor relationship, there may come a time when a client may become ill or incapacitated.  Patti feels that it is her responsibility to help her clients prepare for that unexpected event.  Part of helping her clients age with dignity is working with them proactively in those decisions so family members are aware in advance of their loved one’s wishes.  Listen today to find out how to start those difficult conversations with your loved ones – you’ll be glad you did!