Copyright © Ellen Bessner, all rights reserved ADVISOR AT RISK HOW TO PREPARE FOR: SENIORS SENIORS Copyright © Ellen Bessner, all rights reserved Ellen.

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Presentation transcript:

Copyright © Ellen Bessner, all rights reserved ADVISOR AT RISK HOW TO PREPARE FOR: SENIORS SENIORS Copyright © Ellen Bessner, all rights reserved Ellen J. Bessner, Partner Cassels Brock & Blackwell LLP

Copyright © Ellen Bessner, all rights reserved 2

Four Common Risks: Risk # 1: Regulatory and Legal Presumptions Favour Seniors 3 Cont’d …

Copyright © Ellen Bessner, all rights reserved Risk # 2: Complexities of POA/Privacy 4

Copyright © Ellen Bessner, all rights reserved Risk #3:Seniors are in search of Yields 5

Copyright © Ellen Bessner, all rights reserved Risk #4:Seniors who have dementia cannot instruct advisor 6

Copyright © Ellen Bessner, all rights reserved 7 TEACH ADVISORS: - To understand risks and protect the business -To appreciate risks associated with the current regulatory and legal environment -Today’s realities are different -Develop processes, follow them and DOCUMENT because credibility battle more difficult to win....seniors never lie!

Copyright © Ellen Bessner, all rights reserved 8 Are your advisors equipped with processes and procedures to deal with this growing sector of our population?

Copyright © Ellen Bessner, all rights reserved 9 Admin Develop Preventative Measures and Roadmap to Safety E-alerts – provide business cards Bestselling Author: Advisor at Risk, a Roadmap to Protecting Your Business (Chapters/lndigo) Ellen Bessner, Litigation and Regulatory Defence, Training/Process Review