Financial Advisor Magazine spotlights SeniorBridge's expertise in empowering financial professionals to better serve elder clients and their families
Financial Advisor - April 1, 2011
- In handling the heated emotions of planning for the aging, what may come as a surprise is the hotbed of emotionalism it typically releases.
Yet most Financial Advisors aren't trained psychologists. So how do you manage-or learn to manage better-the intangibles of eldercare planning?
"When a financial person senses something's changing, a problem that's not going to be a slam dunk, he or she should bring in a clinical professional," says Claudia Fine, executive vice president and chief professional officer at Senior Bridge, a New York-based care-management company. Clients may need "a clinical evaluation and/or intervention," she argues.
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