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“Not only do advisors enjoy relationships with clients that have depth, intimacy and history, but advisors are among the best-positioned individuals to observe a client’s critical decision-making and evaluate whether it is rational and consistent with prior patterns and outcomes.”
Helping Clients Face Alzheimer’s Disease And Dementia: Part 1
This is the first in a two-part series focused on helping advisors understand what cognitive impairment is and how to identify and plan for the various degrees of this pervasive disease in their clients.