Wealth Managers: What would it mean for your business if you:

Increased your net client growth by 72%?*
Had a 56% increase in your current clients’ referrals to you?*
Experienced a 60% growth in satisfied client relationships?* ​

Did you know that the level of knowledge you have about your clients DIRECTLY correlates to your potential for success? Are you a highly proficient “Know Your Client” financial planner?

 Highly proficient planners are 40% more likely
to discuss cognitive decline with their clients and families.*

When you discuss cognitive decline with your clients and families,
you become highly trusted and highly proficient.

Highly proficient planners are referred more often,
grow their client book more quickly, and have clients who
trust them more than those who are not proficient.

Also, DON’T let your cognitively challenged clients’ heirs
fall into the 90% of heirs who find a new advisor when inheriting wealth.**

​You’ve worked too hard. Susan Scanland, with with 37 years of dementia expertise, can help.

DISCOVER HOW

Susan Scanland MSN, CRNP, GNP-BC, CDP. CSP Gerontological NP,
Certified Dementia Practitioner Certified Speaking Professional: National Speakers Association speaks and consults for other industries.

​Let's get started. How do you identify? Click on your professional “dot" below.

*Statistics: “Know Your Client” study by the Financial Planning Association, Capital Preferences and T. Rowe Price.  Knowing your client and understanding their behaviors correlates with “solidifying strong, lasting client relationships built on a foundation of understanding and trust.”  2018 FPA President Frank Paré CFP
*https://www.onefpa.org/about/Press-Room/Pages/FPA-Unveils-Know-Your-Client-Benchmark-Research-in-Collaboration-with-Capital-Preferences-and-TRowe-Price.aspx
**Deloitte. “10 Disruptive Trends in Wealth Management.” 2015