Consumers are becoming more involved in their health care decisions and as a result, they are asking more questions. Many of these questions are related to the needs of the adults who are vulnerable and they are being directed to people who are not necessarily equipped to answer them.
While most Trusted Advisors have a degree of comfort when it comes to things such as estate planning and managing client portfolios, when it comes to making sure elderly clients are healthy and secure in their homes, it’s often a different story.