ST. PETERSBURG, Fla. -- Advisors who don't want to lose business to robo advice platforms better start talking to clients about longevity and other issues they can relate to.
"Clients want to have a conversation about the realistic demands of living longer," said Frank McAleer, director of Raymond James' Retirement Solutions. McAleer spoke about longevity planning and the importance of helping clients address the physical and mental hurdles of old age in a presentation at the Raymond James Financial Institutions Division Symposium here on Tuesday.
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