@asset_map @AssetMapLLC @Riskalyze @twentyoverten @orionadvisor @redtailtech @RetirementRisks Congrats Adam! Well deserved! You and your team are doing great things for the industry. Keep it up! @thegreshamco
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Whealthcare Planning
527 posts
Whealthcare Planning
@whealthcareplan
We enable financial advisors to more frequently and successfully engage with older clients around what matters most to them - health and longevity issues.
Massachusetts, USA Katılım Ocak 2017
82 Takip Edilen381 Takipçiler
#wealthies hats off to keeping it cool - it's a tight community and we keep the laughter going! I promise I was on the ZOOM when they announced congrats @whealthcareplan @AssetMapLLC @Riskalyze @twentyoverten @orionadvisor @redtailtech @RetirementRisks
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Envestnet @ENVintel just hit a home run by hiring Dani Fava @danielle_fava Congrats to both of you!
wealthmanagement.com/people/dani-fa…
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@danielle_fava All you need to do is compare the genders of the leaders of the countries that are failing miserably - the US, Brazil, Russia, UK - to those that are faring well - Germany, New Zealand, Finland, etc. to see that women are our only hope.
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Did anyone doubt that a woman would save us?
Businessweek@BW
NEW COVER: Oxford’s Covid-19 vaccine, devised by Sarah Gilbert, is in human trials. AstraZeneca has lined up agreements to produce 2 billion doses. Now the world waits trib.al/Yvaqh9W
Ocean Grove, NJ 🇺🇸 English
Thanks Gavin. Could not have said it better myself.
Gavin Spitzner@gspitzner
Three noteworthy items related to @whealthcareplan version 3.0: ✔️ Simple, 5 minute #digital assessments. Good for engagement versus a full-blown plan. ✔️ Focus on the non-investment issues that clients actually care about ✔️ Tangible examples of #financialwellness in action
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Whealthcare Planning 3.0 is now live! Many new features and even easier to use. Enables advisors to conduct quality digital engagements on issues that matter most to clients – wellness and longevity. whealthcareplan.com @thegreshamco @gspitzner
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We have been experiencing a youth culture for the last 5 decades. The "Next Chapter" is the "elder culture" that will dominate our lives for years to come. @thegreshamco @FAmagazine
prweb.com/releases/two_i…
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Whealthcare Planning retweetledi
Financial advisors are the new front line. Check out my latest article: The Crisis Behind the Crisis linkedin.com/pulse/crisis-b… via @LinkedIn
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@CSchwannauer @psb_dc @Chris_Skinner @leimer @SpirosMargaris And here is an article i wrote on the subject for the Journal of Financial Planning onefpa.org/journal/Pages/…
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Why is there not going on more with #fintech who are targeting seniors and their families? Their time to shine must be now
@psb_dc @Chris_Skinner @leimer @SpirosMargaris any thoughts on this?
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@CSchwannauer @psb_dc @Chris_Skinner @leimer @SpirosMargaris Yes it is! We offer the only application that enables advisors to help clients plan for the financial challenges associated with health and longevity. Check us out at whealthcareplan.com (and yes we have been very busy of late)
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Social isolation can be as harmful as smoking. Loneliness is associated with higher rates of heart attack, stroke, and dementia. Our older adult family members and friends need help now more than ever.
nytimes.com/2020/04/13/hea… @thegreshamco
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Whealthcare Planning retweetledi
.@whealthcareplan Interim CEO Kevin Ruth explains how advisors can use technology to gather information from their clients on sensitive topics related to longevity in the latest WealthTech Winners Circle Podcast with @NexusStrategy.
spr.ly/60191Ligz
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Whealthcare Planning retweetledi
Woo-hoo at @whealthcareplan today. Our former @Fidelity colleague and friend Cate Rioles joins the team as COO. Welcome Cate to the team of Chris Heye, ceo, Kevin Ruth, Melissa Cruz and me. #WealthManagement #thefamilyconversation @gspitzner @EverSafeSeniors @lifeyield
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Whealthcare Planning retweetledi
Whealthcare Planning retweetledi
A Pandemic Action Plan for Financial Advisors
bit.ly/392aAOp
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Financial Wellness Planning in the Age of COVID 19
bit.ly/38VCSKp
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Whealthcare Planning retweetledi
Check out my latest article: Three Blind Wealth Management Executives and the Demographic Elephant linkedin.com/pulse/three-bl… via @LinkedIn
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Great article on the value of discussing health and longevity concerns with clients. Includes quotes from founder Dr Chris Heye. investmentnews.com/the-new-essent…
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