How to Discuss Cognitive Decline with Clients
Guest Expert: Chris Heye, PhD, Whealthcare Solutions and Whealthcare Planning
Date:
Webinar Replay Description
Chris Heye, PhD, Founder and CEO of WhealthCare Planning, led a session on strategies for discussing sensitive topics with clients. Participants gained confidence in initiating and sustaining conversations about health, wealth, and cognitive decline using expert-informed recommendations, starter scripts, and empathetic communication techniques.
Comments
"A few comments from listeners when they were asked what the learned from the webinar:
"
How to talk about suboptimal decision making from cognitive changes and the need to address the defense mechanism that it only happens to those who are older or dumber. In fact, smart people can compensate more easily and for longer and it does make them feel less vulnerable—but it doesn’t mean the same organic changes aren’t happening and will get worse.
- Miriam W.
Start having conversations with clients to plan for cognitive decline from the ages of 50 to mid 60s, a client's cognitive decline puts the financial practice assets at risk approximately 25%
- Jacqueline B.
Great info and it supports the need for getting to know your clients and their families well.
- Maryanne I.
Patience, empathy, allow the person suffering from cognitive decline to express themselves without expressing irritation.
- Orlando M.
"
How to talk about suboptimal decision making from cognitive changes and the need to address the defense mechanism that it only happens to those who are older or dumber. In fact, smart people can compensate more easily and for longer and it does make them feel less vulnerable—but it doesn’t mean the same organic changes aren’t happening and will get worse.
- Miriam W.
Start having conversations with clients to plan for cognitive decline from the ages of 50 to mid 60s, a client's cognitive decline puts the financial practice assets at risk approximately 25%
- Jacqueline B.
Great info and it supports the need for getting to know your clients and their families well.
- Maryanne I.
Patience, empathy, allow the person suffering from cognitive decline to express themselves without expressing irritation.
- Orlando M.
How to Discuss Cognitive Decline with Clients 05-05-2025
Attendees Comments:
"
How to talk about suboptimal decision making from cognitive changes and the need to address the defense mechanism that it only happens to those who are older or dumber. In fact, smart people can compensate more easily and for longer and it does make them feel less vulnerable—but it doesn’t mean the same organic changes aren’t happening and will get worse.
- Miriam W.
Start having conversations with clients to plan for cognitive decline from the ages of 50 to mid 60s, a client's cognitive decline puts the financial practice assets at risk approximately 25%
- Jacqueline B.
Great info and it supports the need for getting to know your clients and their families well.
- Maryanne I.
Patience, empathy, allow the person suffering from cognitive decline to express themselves without expressing irritation.
- Orlando M.