Sponsored by Great-West Financial
Educating clients about scammers typically hasn’t been part of financial advisors’ agendas. Yet a staggering number of Americans have suffered the financial and emotional toll of fraud. Their stories often begin with a call, email or letter that seems important.
Particularly as clients prepare for and enter retirement, the education you provide can prove crucial in safeguarding their assets.
Read about some of the areas in which you can make a difference:
- Help your clients understand emotional decision-making
- Teach your clients about deceptive messaging
- Consider your clients' cognitive abilities
- Make affirmative recommendations to your client