Banking Professionals and Financial Institutions
Please read and complete to determine how I can best help you.
I want to explore having Susan Scanland... *
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We have fully completed the following to prevent financial elder abuse at our institution (please check): *
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I would like to assess the feasibility of Susan working with us as a trusted consultant with small group, confidential strategic sessions for us.
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I would like to assess the feasibility of Susan working with us in a seminar setting.
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Please share educational efforts for your staff or clients about memory/finances/financial elder exploitation (mandatory online training, speakers, experts, courses, consultants: *
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What struggles remain; even after their information? *
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Have you had clients who lost money due to either impaired judgement or financial exploitation from memory issues? *
How many clients in the past year? *
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How much from all clients in total dollars? *
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Have clients ever left your financial institution because you were not able to predict financial losses that occurred due to elder exploitation or cognitive decline/financial capacity issues? *
If so, did other family members switch to other banks? *
Banking professionals and financial advisors are the FIRST to see memory loss. Bet you didn’t think of yourself as a member of the health care team! Thank you for truly caring and for taking the time to help your aging clients/families/heirs.
About You
Name *
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Title *
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Bank and Branch *
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City/State/Country *
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Phone *
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E-mail *
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Who is the decision maker at your firm with budgetary approval for consultants, speakers? *
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What is your budget for this program? *
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I’d love to serve/protect both you and your amazing elderly clients holding the majority of US wealth. – Susan Scanland.
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