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Building one's practice depends on referrals, not just "to" the advisor, but often "from" the advisor/planner to a professional outside the planner's expertise. This is commonly the case with clients who have needs related to their health and problems specific to disabilities and aging. Clients often want more than financial advice and building a network to offer services to aging investors will strengthen client loyalty.

• It's more than just money that goes into client satisfaction
• What areas can an advisor help aging clients most? Referrals to doctors, home assistance, local retirement facilities and events, etc...
• Learn how a practice can best prepare clients for a lifestyle transition that increases loyalty, retention and wallet share.

Moderator:
Skip Schweiss
President
TD Ameritrade Trust Company 

Panelists:
John Koehler, CFP®, ChFC, CRPS, CLU
Vice President
The Retirement & Wealth Strategies Group

Skip Massengill  
Senior Vice President  
RW Baird & Co.

Keith Weber CFP®, CPRC
Owner & Founder
Weber Consulting Group

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