- The FutureProof Advisor Newsletter
- Posts
- Thursday Email - Christine Simone
Thursday Email - Christine Simone
Bridging the Gap is a weekly podcast focused on evolving the wealth management industry.
Each week we look to inspire innovation and continued progression to serve more families via these transformative conversations with leaders both in and out of our industry.
 | Infusing Financial Portfolios with Healthcare ConsiderationsIn this week's Bridging the Gap episode, I sit down with the insightful Christine Simone to get into the intersection of healthcare and financial planning. We dive into the preconceived notions that have shaped the relationship between advisors and health care planning. We examine methods to break through these barriers, improving client-advisor interactions. Discover actionable insights on health insurance planning, adapting to market dynamics, and the nuances of leadership. |
Jump to this:
[33:17] Identifying potential clients for open enrollment and discussing health insurance options, as well as educating advisors about life events and triggers for client outreach.
[42:57] Use CRM to track clients turning 65, and offer guidance on Medicare decisions.
The best is ahead!
-Matt