Assessing your clients as they age

Oct 29, 2018, 07:06 PM

As clients age and their personal lives change, their cognitive and behavioral functions evolve with them. Listen to our experts discuss how these factors can influence your clients’ lifestyles and financial decisions and how you can manage your relationships with clients as they change cognitively. Speaking to us in this episode are behavioral economist Dan Goldstein and cultural anthropologist Grant McCracken.