Using Genivity to Measure Your Clients’ Wealth and Health With Heather Holmes (Ep. 19)

Breakthrough Advisor
09/06/2021 35 min
Using Genivity to Measure Your Clients’ Wealth and Health With Heather Holmes (Ep. 19)

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Episode Synopsis

Did you know that only 11% of clients feel like they can have health and longevity planning discussions with their financial advisors? Discover how you can encourage your clients to broach this subject with you as their trusted advisor in this week’s conversation with Genivity’s...
The post Using Genivity to Measure Your Clients’ Wealth and Health With Heather Holmes (Ep. 19) first appeared on Simplicity InsurMark.

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