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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 on theme: "Copyright © Ellen Bessner, all rights reserved ADVISOR AT RISK HOW TO PREPARE FOR: SENIORS SENIORS Copyright © Ellen Bessner, all rights reserved Ellen."— Presentation transcript:

1 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

2 Copyright © Ellen Bessner, all rights reserved 2

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

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

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

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

7 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!

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

9 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


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