Succeed With Senior Clients

Finally! A book for financial professionals that spells out what you need to do with your aging investors. An advisor has an average of 7 clients with some kind of cognitive impairment. Yet nowhere in the industry's many sources of information is there a good clear description of how you are supposed to manage them as they become less capable and more vulnerable to abuse. No wonder it has been unclear until now. The only people writing to the financial services field about aging issues are from within the industry itself. It takes those from outside with specific aging expertise to help you, the advisor find a clear path to follow. Aging experts Carolyn Rosenblatt, RN and elder law attorney and Dr. Mikol Davis, a geriatric psychologist have joined their skill sets and offer you a first of its kind work on success strategies with your aging clients. This is not another book about retirement. Instead it addresses the thornier questions about aging such as diminished capacity, financial elder abuse, working with aging client's families and what the regulators all want you to do to keep your older clients safer. Would you recognize diminished capacity? Would you know how to document it and what to do next? Succeed With Seniors gives you the word descriptors to use and lays out a path from when you see the signs to documentation, escalation and approaching the problematic client. Whether you work for a large organization a medium sized firm or you're an independent in a solo office, you will benefit from building expertise with aging clients from reading this book. Besides offering practical tips for everyday use as well as time-saving checklists, this unique work helps you see your aging client from a distinctly problem solving point of view. Never worry again that you don't know what to do next when a client shows signs of cognitive decline. Build your confidence today with the guiding hand of two experienced aging experts at your side.

Succeeding at Business in Southeast Asia walks readers through the steps necessary to build and execute a market entry strategy into Southeast Asia, similar to what Eric Moraczewski did with his clients at FDI Strategies. Step by step, readers will learn about the top five pitfalls as well as common areas of concern and mistakes that can be avoided. These can be internal or external issues, country-specific or endemic to the region, but they all are issues Moraczewski solved regularly with clients and other businesses around the globe. Where possible, examples based on his own career experience are used to help reveal the bigger picture and affirm that everyone can, and often times will, make mistakes. Written with humanity and conversational clarity, Moraczewski’s book delves into critical topics such as relationship-building, power structures, and the role culture plays in economic value and ethical standards. He inspires would-be investors by tapping into universal human behaviors and shows how they can be leveraged to make the right business connections abroad. Additional topics include: Joint ventures Franchising strategy Small businesses breaking into Asia Lessons to bring back from foreign markets