How to Help Clients Avoid FraudHow to Help Clients Avoid Fraud
Older clients are at greater risk for scams, but the tools you provide can help keep them safe.
June 14, 2018
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Educating clients about scammers typically hasn’t been part of financial advisors’ agendas. Yet a staggering number of Americans have suffered the financial and emotional toll of fraud. Their stories often begin with a call, email or letter that seems important.
Particularly as clients prepare for and enter retirement, the education you provide can prove crucial in safeguarding their assets.
Read about some of the areas in which you can make a difference:
Help your clients understand emotional decision-making
Teach your clients about deceptive messaging
Consider your clients' cognitive abilities
Make affirmative recommendations to your client
