This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.

Technical

How to build rapport with older clients

Michael Velazquez, CPA/PFS | Free | AICPA | 12 Sep 2016 | CPA Insider

Process, taxation & strategies
Foundational
Article

0 Save

0

Save

Description
Comments/Reflections

Communicating with elderly clients can be a challenge. This article discusses a few principles to keep in mind that can help you build a rapport.

Topics covered:

Personal financial planning: Technical: Elder & special needs planning: Process, taxation & strategies, Foundational

Comments/Reflections

You may also be interested in:

Article

Elder Financial Abuse: How CPAs Can Help – Part 2

Article

Make your practice senior-friendly