Protecting older adults is becoming a critical job requirement for all financial advisers. Psychiatrist and New York Times bestselling author Dr Ned Hallowell discusses the importance of using screening tools that can identify traits that put individuals at risk for poor financial decision-making and abuse. Early recognition of potential issues with decision-making can spare you and your clients a significant amount of trouble down the road.
Watch the short video below to hear Ned's views on the importance of behavioral screening and early detection.