Helping Clients (and their Families) Finish Well, with Molly Prues
Molly Prues discusses ways advisors can better understand and address the unique needs of their senior clients who are nearing end-of-life and help empower both them as well as strengthen intergenerational relationships by supporting clients’ families. Molly has more than 25 years’ experience working with older adults and their families and also journeyed alongside her mother as her caregiver for 12 years. She founded her company VistaLynk to promote awareness of older adults’ needs and develop solutions to reframe our vision of aging and caregiving.
Paul Kingsman works directly with advisors who want to grow their protection and retirement income planning practices. Through his speaking, writing and business coaching, Paul helps advisors set up processes to attract quality prospective clients and remain relevant in the ever-changing world of financial services. As a former financial advisor, he understands what works in the real world, teaching practical, actionable solutions to advisors' everyday challenges.