Before It Is Too Late: How Financial Advisors Can Best Serve Their Clients with Dementia

As the number of individuals with dementia continues to grow, so too will the number of clients served by financial advisors. Advisors must be better positioned to identify those with memory loss early on and how to assist clients ensure a better financial future in the face of such a disease.

Advisors should be encouraged to develop proactive policies and protocols in order to serve clients now and in the future. Changes to current business practices are necessary in order to protect their clients and themselves.

In a recent article at, Connie Stone discusses how personal experience with dementia has impacted her philosophy as a financial advisor. Advisors must either acquire knowledge to deal with aging clients, or develop relationships with experts in dementia as referral sources for their clients.

The Gilster Group assists financial advisors by providing education and training about dementia. We help advisors understand what to look for and aide in developing policies and procedures. In addition, The Gilster Group serves as a resource for advisors with individual clients and families facing dementia. Clients – and their families – will appreciate an advisor who understands what they are going through, and who provides peace of mind by connecting them to experts in the field of Alzheimer’s disease and dementia.

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