Showing results by author "Dr. Mikol Davis"

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    • Hidden Truths About Retirement & Long Term Care: The Financial Advisors' Guide

    • By: Carolyn L. Rosenblatt, Dr Mikol Davis
    • Narrated by: Carolyn L. Rosenblatt
    • Length: 5 hrs and 56 mins
    • Unabridged
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    This audiobook reveals the truths your clients need to know about the real cost of care in their retirement years. You have aging clients now, and their numbers will rise over time. This goes deeper into the risks of needing care, and the myth that Medicare of Medicaid will take care of what most people need as they age.  

    Regular price: $19.95

    • Succeed with Senior Clients

    • A Financial Advisor's Guide to Best Practices
    • By: Dr. Mikol Davis, Carolyn L. Rosenblatt RN
    • Narrated by: Carolyn L. Rosenblatt RN
    • Length: 6 hrs
    • Unabridged
    • Overall
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    Financial professionals are seeing more financial abuse of aging clients than ever. Why? Elders are living longer, but not necessarily in great health. The pervasive problem of Alzheimer's disease and other dementias can steal a client's financial judgment and make the person much more vulnerable to manipulation. Even if an elder is still competent, she may be subject to the improper persuasion, called "undue influence" of a family member or other trusted person.

    Regular price: $19.95