Tom West, Partner, SEIA met with Julie Cooling, Founder & CEO, RIA Channel to discuss the comprehensive wealth firm and how advisors can best serve aging clients.
The $8.4 billion RIA firm offers clients a variety of wealth services ranging from investment management to trust and estate planning. “We have a good sensitivity on the changing ability of our clients to make decisions,” says West on aging clients. West emphasizes the importance of communication skills, open-ended questions, and relationships with adult children and other decision makers.
As a non-discretionary investment shop, SEIA includes clients in the much of decision making process. A strong financial planning foundation, a goals-based approach, and a team of specialists, help make clients feel comfortable as they transition into retirement and beyond.