Older Client Engagement

Felix Thomson

Content Executive

The Financial Services Forum

Improving the way advice is delivered to older clients must consider what influences their behaviour and decision making in later life planning. Tish explores older client retention, care, and engagement.
Tish Hanifan has kindly agreed to make the presentation slides used at the Marketing to the Elderly: The Approach to Retirement and Beyond event available to Forum Members.
To download the slides in PDF format, please click the download button above.

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