Break through the myths.
Maybe it’s all the acronyms, but aged care advice seems to be swirling in mythology!
Maybe it’s that no-one wants to talk about getting old, and sure, it’s complicated, but so are many other parts of financial planning. With the right support and training (2000 advisers can’t be wrong), you too can break through the myths and deliver valuable aged care advice to your clients.
Target clients are aged 80+.
Reality: This group are indeed the main users of aged care services. But when a crisis hits, it is usually the adult children (or grandchildren) who ask for advice and support. Don’t risk losing clients in the 40-65 age group. The adviser who helps them through the aged care maze may become your client’s new best friend.
Aged care advice is complex and hard to learn.
Reality: Yes, it can be complex, but it’s not hard to learn! When Aged Care Steps support you, you get the training and support you need – with simple steps to make the process logical. We also continue your learning via ongoing webinars and training should you need it.
Aged care advice is a one-off transaction.
Reality: If you don’t talk to your clients about aged care until you get the ‘mum is in hospital and can’t go home, what should we do?’ phone call, then you’ve missed a lot of opportunities along the way. A worse scenario is that you don’t get the phone call because your clients call someone else. Get on the front foot and start talking to ALL clients about frailty planning (whether for themselves or a family member) to deliver ongoing value and set your clients (and your business) up for success.
Advisers can’t make money from aged care advice.
Reality: This myth is simply not true. There are an increasing number of advisers who ONLY give aged care advice, and run a profitable business or who are adding aged care to their advice services to boost business revenue. Even if becoming an expert is not for you, aged care advice enables you to protect and grow your business while adding significant value to clients. Sounds like a winning idea to us!