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Professional Insights

How to advise clients during a health transition

Feb 29, 2024 · 2 min read · AICPA & CIMA Insights Blog

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As clients age, health challenges that affect their financial planning become almost a guarantee. From chronic illnesses to terminal diagnoses, your approach as their adviser must evolve to meet their changing emotional and physical needs. Our Health Transitions Guide offers invaluable tools and tips for advising clients during a health transition and providing empathetic client support with grace and professionalism. Here are five key strategies for supporting clients experiencing health transitions.

Maintain open communication and plan ahead

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