Tom West, Partner, SEIA met with Julie Cooling, Founder & CEO, RIA Channel to discuss the comprehensive wealth firm and how advisors can best serve aging clients.
The $8.4 billion RIA firm offers clients a variety of wealth services ranging from investment management to trust and estate planning. “We have a good sensitivity on the changing ability of our clients to make decisions,” says West on aging clients. West emphasizes the importance of communication skills, open-ended questions, and relationships with adult children and other decision-makers.
Click below to watch the video!