CSA is perfect for professionals in Financial
Services. You have taken various financial courses, which
equip you with the technical expertise to provide excellent
financial information to your clients. However, no technical
financial course teaches you how to make a genuine relationship
connection with your senior client, or to understand the
processes of aging and what that means to your
boomer or senior
client, and particularly how this relates to the decisions
made with regard to the Financial, Health and Social aspects
of aging.
Serve the Whole Person
When you “touch” the financial aspects of
a senior or Grand Boomer’s life, there is a ripple
effect that, at the same time, “touches”
the social and health aspects as well. Do you know the implication
of your actions? Do you know how to deal with the ripple
effect?
For instance, if you are dealing with older clients, they are most likely somewhere in the grief process. As your clients age, the grieve for the loss of their friends, spouses, loss of their mobility, their health, their independence, and perhaps their financial wealth. It is important to understand and recognize the stages of grief, so that you know how to respond more effectively and know when your client is in a position to make critical decisions.
The CSA course will empower you by giving you the tools
to truly understand the whole person and to make the connection
between the health, social and financial needs of your
older clients. You will also learn how to deliver your
financial services to
boomers and seniors
in a manner that will
build trust, loyalty, and a relationship that seniors
will value.
The CSA is not a “what”
course, it is a “how” and “why”
course.
Many Financial Advisors are operating as small or single
businesses, even when they are associated with large
companies. There is seldom a professional marketing
specialist on staff and you have to go it alone. As a CSA
you are not alone. Through the ongoing support and in
particular, the CSA Success publication, you have access
to international marketing success strategies to assist
you in your own marketing efforts, and you may take
advantage of your exclusive access to the CSA marketing
store, which customizes marketing material, tailor made
for the senior and emerging Grand Boomer markets.
The time is fast approaching when seniors will ask,
“Do you have Certified Senior Advisors on staff?”
Do You?
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