The Elements

February 21, 2017

Key Tips for Financial Advisors on Servicing Aging Clients

Categories: Clients, Elder Abuse

active elderly couple

Seniors, Elders, Aging Adults, People of Age, Old People, Mature Adults, Geriatric?  All people perceive age in different ways at different times in their lives, and Baby Boomers are an entirely unpredictable bunch. Today, more than ever, financial advisors need to develop a comfortable relationship by listening to how clients present themselves. We need to adapt our […]

November 29, 2016

Top 4 Compassionate Holiday Gift Ideas for Seniors

Categories: Elder Abuse, Health & Wellness

Top 4 Compassionate Holiday Gift Ideas for Seniors

The holidays are a time when we connect and make memories with the ones who mean the most to us. But it seems that the longer we live the more complicated life can become for us. Remembering lost loved ones and happy times gone can be heart-warming but can cause seniors to feel sad. Factors […]

October 25, 2016

Holiday Scams: 14 Ways Advisors Can Help Prevent Elder Abuse

Categories: Clients, Elder Abuse

Holiday Scams: 14 Ways Advisors Can Help Prevent Elder Abuse

The Thanksgiving and Christmas holidays are a time of celebration and cheer but the Federal Trade Commission cautions that certain groups, such as the elderly, are more vulnerable targets to scammers at this time of year.  Seniors often live alone, are less inclined to demand evidence or hang up, or have a nest egg that […]

August 23, 2016

Advisors: 9 Ways to Recognize Elder Abuse and Neglect

Categories: Elder Abuse

Advisors: 9 Ways to Recognize Elder Abuse and Neglect

The incidence of elder abuse and neglect is on the rise in America. In today’s world, the planning professional must become more familiar with the varied presentations of elder abuse and neglect. Abuse is just the tip of the iceberg and neglect has been widely overlooked. Neglect is the failure to provide necessary care, assistance, […]

June 28, 2016

Identifying the Influencers for the Aging and Future Generations

Categories: Clients, Elder Abuse

elder abuse

InvestmentNews Data reports that 66% of children fire their parent’s financial advisor after they receive an inheritance. This seems ironic because these same children receive the benefit of the planning that the advisors provided to their parents. What is wrong with this picture? To work with aging individuals and never develop a relationship with their […]

May 24, 2016

Managing Key Client Documents in the Modern Age

Categories: Client Segmentation, Elder Abuse, Investment

Managing Key Client Documents in the Modern Age

Most people pride themselves on managing their lives and working hard so that they and their children can have better lives. They’re are busy people and choose to rely on professional financial advisors to help increase the value of their assets. ‘Let your money work for you’ says it all, right? So while the money […]

April 19, 2016

3 Tips on Crafting a Plan for Aging Clients

Categories: Elder Abuse, Health & Wellness

3 Tips on Crafting a Plan for Aging Clients

The U.S. Census Bureau predicts that by 2030 there will be approximately 71.5 million Americans over the age of 65. That number is more than twice what it was in 2000, and represents nearly 20% of the entire projected 2030 population. Today in the US, one-third of all households are home to one or more persons […]

March 22, 2016

Ending Elder Abuse: 12 Ways to Preserve Legacy for Life and Beyond 



Categories: Elder Abuse, Health & Wellness

Ending Elder Abuse: 12 Ways to Preserve Legacy for Life and Beyond 



As a society when we hear the term “elder abuse” we often think of physical abuse or neglect, which is a medical way of thinking. As a financial professional you may think of “elder abuse” as financial abuse or wrongdoing. Put yourself in your client’s place. Here are 3 crucial questions they need to ask you […]

October 18, 2016

3 Tips on Successfully Planning for Your Client’s Longevity

Categories: Elder Abuse, Strategic Planning

Elderly Couple Smiling

Here’s a real dilemma for a wealthy 87 year old woman whose situation is secure but is causing family conflict.  She needs full-time care, long term. Her financial advisor, together with the bank trustee managing her assets, used calculation tools to figure out how to make her assets last for her lifetime.  Somehow they failed […]

We would love to hear from you!

  • This field is for validation purposes and should be left unchanged.

Contributors

Andrea Schlapia
Organizational Development and Human Capital
Connie Deianni
Mentoring and Employee Engagement
Guest Blogger
Practice Management
Dr. Heidi Maston
Organizational and Educational Leadership
Joe Kuhns
Strategic Partner
Judith Bowman
Business Protocol
Laura Garfield
Idea Decanter Co-Founder
Marsha Schechtman
Strategic Partner
Mighty 8th Media
Strategic Partner
Nicole Anglace
Special Projects
Ruthann P. Lacey, P.C.
Elder and Special Needs Law
 Scott D. Calhoun
Legal Counsel
Sharon Gottula
Idea Decanter Co-Founder
TailorMade
Strategic Partner
Ironstone
Practice Management
close

Contact

Thanks for your inquiry!

We will be contacting you shortly. In the meantime please feel free to connect with us on social media and explore our blog posts.

Ironstone understands the importance of protecting your privacy. We will not sell, rent or give your name or address to anyone.

Latest Blog Article

How Leaders Embrace the Precious Commodity of Time

An attitude of respect was central to my life as a Navy SEAL. One of the foundational attributes of a good leader is their respect for people, places, things, and ideas. Navy SEALs are taught to respect not only our teammates and leaders, but also our enemies by not underestimating their ability and their will […]

Read More>