Financial Advisors
Please read and complete to determine how I can best help you.
I want to explore having Susan Scanland... *
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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 who has helped you with memory/finances/financial elder exploitation previously (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? *
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How much from all clients in total dollars? *
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Did any of these clients experience Negative Wealth Shock (75% or more of total net worth over 2 years)? *
What was the impact of Negative Wealth Shock on their physical health and emotional being? *
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About You
Name *
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Title *
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Firm *
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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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