Supporting Loved Ones Through Dementia
Episode 15715th October 2025 • Human-centric Investing Podcast • Hartford Funds
00:00:00 00:25:03

Share Episode

Shownotes

As dementia diagnoses rise, so do the financial demands on families. Sherri Snelling explores how to initiate meaningful conversations with clients that protect both dignity and financial stability.

To learn more visit https://caregivingclub.com/ and Caregiving Club on YouTube. 

Sherri Snelling is not affiliated with Hartford Funds.

Chapters

Video

More from YouTube

More Episodes
157. Supporting Loved Ones Through Dementia
00:25:03
156. The Art & Science of Effective Video Marketing
00:27:46
155. Cultivating Your Niche and Standing Out to Clients
00:28:31
154. Navigating the Next Generation Investor
00:24:25
153. Transforming Advisory Services for Better Client Outcomes
00:23:51
152. Taxes, Treasuries, and Tariffs: What’s Next for Fixed Income?
00:33:57
151. Empowering the Next Generation of Financial Professionals
00:24:03
150. Retirement Realities: Today’s Needs and Tomorrow’s Dreams
00:30:31
149. How to Lead with Presence
00:25:44
148. How to Encourage Early Career Development in Relationship Building
00:32:42
147. Leveraging Life Lessons for Career and Growth
00:26:43
146. How to Quiet “Shoulds” with the FOCUS Method
00:31:04
145. How to Network and Build Lasting Connections
00:35:36
144. How to Empower the Next Generation with Financial Literacy
00:31:33
143. How Physical and Digital Clutter Can Cost You and Your Clients
00:33:06
142. The Evolution of Wealth Management Advice
00:38:24
141. Riding the Wave of Fixed-Income Uncertainty
00:39:59
140. How a Jockey’s Financial Journey Led to Peace and Prosperity
00:30:43
139. How to Protect Elderly Clients From Family Inheritance Manipulation
00:27:27
138. The First 100 Days: Trump’s Fast and Furious Start
00:31:20
137. How to Guide Clients Through Life Transitions in Retirement
00:39:23
136. How to Recognize Financial Elder Abuse With Your Clients
00:36:29
135. How to Help Clients Transfer Wisdom, Not Just Wealth
00:30:14
134. How to Convey to Clients the Importance of Mattering in Retirement
00:48:12
133. How Your Money Style Influences Financial Decision-Making
00:30:01
132. Trump vs. Harris: What to Watch For
00:46:14
131. How Role Setting is Vital to Your Business Planning
00:27:18
130. How to Build Trust and Connection With Female Clients
00:46:11
129. How Motivational Interviewing Can Change Your Client Interactions
00:26:29
128. How to Leverage Client Relationships to Define Your Brand and Value
00:44:16
127. Rates, the Fed and Republicans vs Democrats
00:31:55
126. An Inside Look at the Financial Services Industry in the Media
00:53:11
125. How Financial Professionals Can Use Panel Programs to Build Longevity Networks
00:25:04
124. How a Digital Presence can Transform you From Financial Professional to Thought Leader
00:31:28
123. How to Get Matched With Women and Underrepresented Investors
00:26:55
122. How to Address the Different Needs of Women in Retirement
00:32:48
121. How Enhancing Your Digital Presence Can Make a Better First Impression
00:35:07
120. How Financial Professionals Can Build and Grow Resilient Practices
00:30:20
119. How Brain Breaks Enhance Work Performance and Concentration
00:27:04
118. How Women and Next Generation Clients Are Influencing Advisory Relationships
00:33:25
117. How to Strengthen Client Bonds With Emotional Intelligence
00:28:07
116. How Financial Professionals Can Increase Productivity Through an Effective Nighttime Routine
00:29:13
115. Get Ready for the Wildest Election Ever
00:37:12
114. How Forecasting Errors Can Wreck Your Clients’ Retirement
00:28:36
113. How to Empower Clients to Invest in Healthy Longevity
00:25:52
112. A Look Back at 2023
00:39:48
111. How to Identify Your Clients' Money Style
00:24:27
bonus Special Edition: Fed Meeting Reaction and Outlook
00:13:25
109. How the First 100 Days Impacts Your Clients Relationships
00:29:32
108. Fixed Income: Wasn't This Year Supposed To Be Better?
00:35:30
107. How to Know if Your Clients are Living in the Right Place at the Right Time
00:28:36
106. How to Build an Onboarding Process That Creates Lifelong Clients
00:29:19
104. How to Create CPA Partnerships to Build Your Practice
00:34:07
103. How to Discuss Brain Health With Your Aging Clients
00:49:08
102. How to Create a Leadership Culture That Drives Results
00:38:22
101. How to Implement Behavioral Finance Into Your Practice
00:26:26
100. How a Bucketing Approach May Lessen Client Anxiety
00:28:38
bonus Special Edition: The Fed Hits Pause: What Comes Next?
00:17:01
99. How to Create Frictionless Advice That Your Clients Will Implement
00:25:19
98. How to Think Outside the 4% Rule
00:25:54
97. How Prioritizing Your Mental Wellbeing Can Impact Your Business
00:34:10
96. How to Help Clients Envision Their Friendship Network in Retirement
00:26:52
95. A Test for the Global Economy
00:48:54
94. How to Build Client Trust with the Human Side of Advice
00:27:34
93. How the Financial Services Industry Can Attract the Next Generation of Talent
00:39:16
92. How to Speak 401(k) With Your Clients
00:25:37
91. Divided Government: What Comes Next?
00:42:05
90. How Client Relationships Influence Your Sense of Success
00:25:57
89. How to Incorporate 401(k) Planning Into Your Current Book of Business
00:24:36
88. How Financial Professionals Can Find New Wealth in Family Owned Businesses
00:24:27
87. A Look Back at 2022
00:32:21
86. How Client Workshops Can Transform Your Longevity Planning Business
00:24:49
85. How the Family Unit is Redefining Your Client Relationships
00:23:48
84. Reflections on a Wild Year for Fixed Income
00:47:39
83. How to Implement Longevity Planning Into Your Practice
00:26:14
82. Handicapping the Contentious Midterm Elections
00:46:58
81. How to Incorporate Health Planning into Your Practice
00:24:54
80. How to Uncover Your Clients' Needs through Storytelling
00:23:06
79. How to Plan for Health Costs by Aligning Client Needs with Coverage
00:23:43
78. How to Sharpen Your Storytelling Skills to Benefit Your Business
00:22:42
77. Playing Chess Against Central Banks
00:34:58
76. Dividends Are (Finally) Getting Some Love
00:34:06
75. How to Use Facebook for Prospecting
00:26:02
73. How to Navigate Difficult Conversations with Clients
00:23:01
72. How to Help Clients Age with Dignity
00:21:57
71. How Will the Headlines of Today Shape Financial Professional Businesses of Tomorrow
00:45:51
70. How to Rebuild Team Bonds and Culture in the Workplace
00:23:30
69. How to Make Financial Planning a Family Affair
00:24:19
68. How Strategic Short Cuts Can Make Your Business and Life Easier
00:26:51
67. Inflation Is Here to Stay! Here’s How to Prepare For It
00:35:08
66. Survey Results: Does Gender and Age Impact the Way Investors Want Financial Advice
00:24:40
65. Must-Do’s for Your Facebook Business Strategy
00:23:37
64. How to Make Entry Into Retirement Easier
00:18:36
63. How To Help Clients Who Feel Retirement Is Out of Reach
00:25:03
62. The Number That Will Transform Retirement for Your Clients
00:19:36
61. 2022 Market Outlook
00:45:16
60. Retirement Wisdom From Plato (and Others)
00:22:32
59. How to Create a High Performance Team
00:42:19