Sassy Septuagenarian - Blending Technology and Empathy

In this episode, Rory along with guest co-host Julie Johnson, speaks with Keena Pettijohn, a pioneer with experience in FinTech, Insurtech, and Age Tech Solutions. They discuss how financial professionals can assist people in living more fulfilling lives, highlighting ways to work with clients in their 70s and 80s. Keena introduces the concept of S.M.E. - Sympathy, Meaning, Empathy - as a method for advisors to deepen client relationships. She shares her unique approach to longevity planning, highlighting the seven essential components that intertwine financial health with overall well-being. Discover how Keena uses storytelling and personal narratives to foster genuine connections, and learn about the transformational role of vulnerability in building meaningful relationships. Are you curious to find out how you can help those retirees who may be suffering silently in loneliness? Do you want to learn how you can craft your personal story? Find out the answers to these questions and more with the Sassy Septuagenarian Keena Pettijohn!