You’re already a trusted partner in helping clients understand their finances. Extending that relationship into aging care just makes sense.
As families work to support each other across generations, your presence as a key advisor ensures continued trust and connection.
Strengthening your offerings around aging care increases your value, builds bonds with your clients’ families, and helps retain assets in the future.
CareAlly has a built-in network effect. It’s branded with your practice’s information, ensuring you get credit whenever your clients and their families use it.
Your ability to provide value for clients beyond traditional financial services helps you stand out in a crowded space, and keeps you top of mind as clients make some of their biggest life decisions.
Information gained through clients’ interactions with CareAlly will help you offer more specialized and relevant guidance in other financial areas.
As America’s population ages, millions of families are discussing how to navigate care and are searching for guidance. This offers a unique opportunity for advisors to provide a turnkey solution that makes them indispensable to the entire family.
will pass from boomers to the next generation over the following decades.
won’t keep the same financial advisor as their parents.
switch financial advisors after their spouse’s death.