Ethics and Seniors: Understanding the Mature Market
Guest Expert: Ilene Slatko, DSS Consulting
Date:
Webinar Replay Description
The Senior Safe Act, a consumer protection law passed in 2018, requires advisors to report any exploitation of seniors and exempts advisors of any liability, provided the advisor has had th
Comments
A few comments from listeners when asked what they learned from this webinar:
Good tips on communication and ways to present necessary compliance.
- Marian J.
Being more cognizant of surroundings (background noise) and fonts used in materials.
- Maria Z.
I received great ideas on how to better relate to clients my age and older.
- Avi C.
Some of the risks peculiar to senior clients is something I will keep in mind.
- Dennis R.
Valuable info, will be checking in on a few clients now.
- John M.
Good tips on communication and ways to present necessary compliance.
- Marian J.
Being more cognizant of surroundings (background noise) and fonts used in materials.
- Maria Z.
I received great ideas on how to better relate to clients my age and older.
- Avi C.
Some of the risks peculiar to senior clients is something I will keep in mind.
- Dennis R.
Valuable info, will be checking in on a few clients now.
- John M.
11.09.2022 - Ethics and Seniors
Attendees Comments:
Good tips on communication and ways to present necessary compliance.
- Marian J.
Being more cognizant of surroundings (background noise) and fonts used in materials.
- Maria Z.
I received great ideas on how to better relate to clients my age and older.
- Avi C.
Some of the risks peculiar to senior clients is something I will keep in mind.
- Dennis R.
Valuable info, will be checking in on a few clients now.
- John M.