Financial Advisor Success Ep 423: Expanding Across The Household By Helping (Affluent) Sandwich Generation Kids With Their Parents’ Financial Needs with Cristina Livadary
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Feb 4, 2025 In a fascinating discussion, Cristina Livadary, CEO of Mana Financial Life Design, shares her journey in helping the sandwich generation manage the financial needs of both their children and aging parents. She elaborates on the complexity-based fee structure her firm adopted and the importance of 20-minute 'fit' meetings with potential clients. Cristina's personal experiences provide insight into the emotional and logistical challenges faced by this demographic. She emphasizes the value of empathetic communication and the essential role of defined team roles in fostering effective client services.
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Personal Sandwich Generation Experience
- Cristina Livadary's father passed away and her mother was diagnosed with dementia shortly after she gave birth.
- Livadary, a financial planner, became responsible for her parents' trust and finances during this challenging time.
Processing Grief and Finding Purpose
- Process challenges slowly and seek support like therapy.
- Find ways to integrate personal experiences into your work, creating space for meaningful conversations.
Content Creation from Personal Experience
- Share personal experiences and research through writing, like blog posts or newsletters.
- This creates content that resonates with clients facing similar challenges and opens doors for deeper conversations.
