Special Needs Client Management

Below is a collection of articles created by Protected Tomorrows and previously published on the Professional Member Site home page. The articles have been archived here for your reference. These pieces provide insights and time-tested ideas to help the financial professional better understand their clients’ needs.

• “Building Client Relationships Through Special Needs Planning” (pdf)
• “The Clients We Don’t Even Know We Have” (pdf)
• “Common Advisor Mistakes to Avoid” (pdf)
• “The One Thing You Should Never Talk About in a Meeting with Your Client Who Has a Family Member with Special Needs” (pdf)
• “Understanding Divorce and the Child with Special Needs” (pdf)
• “You Discovered Your Client Has a Family Member with Special Needs – Now What?” (pdf)