THE PERFECT RIA
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What You'll Learn In Today's Episode:

  • How to start a conversation with your clients about aging care.
  • Why your clients are better off having a plan in place for aging care.
  • How aging life care professionals can help clients whether in planning or in the midst of a crisis.
  • Why helping clients plan for aging care is an entire value add.
  • Why discussing aging care is beneficial clients concerned about their parents.
  • Why not thinking ahead usually leaves a client with fewer options.
Table of Contents

How do you talk with your aging clients about planning for future care or for a change in their health? On today’s What Works Wednesday, Matthew is joined by Lisa Mayfield, the creator of Aging Wisdom and former President of the Aging Life Care Association.

Listen in as Lisa shares her thoughts and recommendations for what advisors can do as their clients get older in life and they start needing care beyond what they can provide for themselves. Lisa and Matt will discuss how to open these conversations with your clients and how an Aging Life Care Professional can be another partner in your client’s support system.

Lisa Mayfield founded Aging Wisdom® in 2003, a care management practice in the Seattle area. She is a Past President of the Aging Life Care Association and is a licensed mental health counselor, geriatric mental health specialist, and certified care manager. Lisa brings over two decades of experience assisting families navigating health and memory changes. As a trained mediator, she also helps families find common ground when they might not agree on the best approach to supporting their aging parents.

Ideas Worth Sharing:

“If a parent has limited resources it’s even more important to be planning so that you’re setting up plans that are sustainable in the long haul.” - Lisa Mayfield Share on X “If people aren’t planning ahead they usually end up leaving it to their children.” - Lisa Mayfield Share on X “Luck favors the prepared” - Matthew Jarvis Share on X

Resources In Today's Episode:

 

 

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