Whealthcare Planning
@whealthcareplan
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We enable financial advisors to more frequently and successfully engage with older clients around what matters most to them - health and longevity issues.
Massachusetts, USA
Joined January 2017
Envestnet @ENVintel just hit a home run by hiring Dani Fava @danielle_fava Congrats to both of you! https://t.co/EpupjhRaqr
wealthmanagement.com
The wealthtech veteran has more than 15 years of wealth management and fintech experience.
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Thanks Gavin. Could not have said it better myself.
Three noteworthy items related to @whealthcareplan version 3.0: ✔️ Simple, 5 minute #digital assessments. Good for engagement versus a full-blown plan. ✔️ Focus on the non-investment issues that clients actually care about ✔️ Tangible examples of #financialwellness in action
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Whealthcare Planning 3.0 is now live! Many new features and even easier to use. Enables advisors to conduct quality digital engagements on issues that matter most to clients – wellness and longevity. https://t.co/FhBEPC7eD2
@thegreshamco @gspitzner
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We have been experiencing a youth culture for the last 5 decades. The "Next Chapter" is the "elder culture" that will dominate our lives for years to come. @thegreshamco @FAmagazine
https://t.co/WJYyLC5Hep
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Financial advisors are the new front line. Check out my latest article: The Crisis Behind the Crisis https://t.co/7edAjRkcsg via @LinkedIn
linkedin.com
Lurking behind the scenes more than 30 years, the Retirement Savings Crisis may be the biggest yet By Steve Gresham, 5.10.
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Great article by @thegreshamco The opportunity is there...
https://t.co/jxjiB65iNA A silver lining is there if we are willing to work for it. Here’s my case. @whealthcareplan @alincome #wealthmanagement #retirementincome
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Social isolation can be as harmful as smoking. Loneliness is associated with higher rates of heart attack, stroke, and dementia. Our older adult family members and friends need help now more than ever. https://t.co/VTv4Z0MEhw
@thegreshamco
nytimes.com
The coronavirus pandemic could sharpen the health risks of loneliness. But there are ways to connect.
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.@whealthcareplan Interim CEO Kevin Ruth explains how advisors can use technology to gather information from their clients on sensitive topics related to longevity in the latest WealthTech Winners Circle Podcast with @NexusStrategy. https://t.co/pmRTfwnm60
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Woo-hoo at @whealthcareplan today. Our former @Fidelity colleague and friend Cate Rioles joins the team as COO. Welcome Cate to the team of Chris Heye, ceo, Kevin Ruth, Melissa Cruz and me. #WealthManagement #thefamilyconversation @gspitzner @EverSafeSeniors @lifeyield
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A Pandemic Action Plan for Financial Advisors https://t.co/zUHt79pxrR
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Financial Wellness Planning in the Age of COVID 19 https://t.co/uFyIVwCNxA
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Check out my latest article: Three Blind Wealth Management Executives and the Demographic Elephant https://t.co/Z23YglVuaG via @LinkedIn
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Great article on the value of discussing health and longevity concerns with clients. Includes quotes from founder Dr Chris Heye.
investmentnews.com
By addressing clients’ health and aging, advisers can prove their value as rising health care costs threaten the security of retirement accounts
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#financialwellness is the True North for wealth management. @investmentnews this week. @ENVintel @AppriseLabs @thegreshamco @whealthcareplan
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Catching up with leadership team at @whealthcareplan (minus new CEO Kevin Ruth and his incredible experience in #finplanning) as they wrap up #T32020. Great example of the kind of #advicetech helping advisors engage deeply and consolidate assets. @thegreshamco Chris Heye
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It’s not the red carpet but 10 minutes with one of our tools can earn you 25% more assets... @t3techhub @whealthcareplan
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News from the T3 Tech Hub at #T32020: @whealthcareplan, LLC Names Industry Veteran Kevin Ruth as Interim CEO. https://t.co/w8GkpADHeA
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So very excited to announce that industry veteran and former head of financial planning at Fidelity has joined us as interim CEO of Whealthcare Planning. @thegreshamco @NexusStrategy
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