Skills that advisers need for an aging client base

12/23/2012 | Wealth Management Insider

Advisers whose clients are aging will need to develop new skills and expertise to address all of their needs, writes Ralph Rolfe, president of Covenant Financial Concepts. Advisers will have to become familiar with financial instruments they might have avoided in the past to help their clients meet their income goals, and become familiar with the nuances of Social Security and Medicare, Rolfe writes.

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