Debra

Debra, a knowledgeable plant-based eater, shares her insights on the unique nutritional challenges older adults face. She emphasizes the critical need for proper protein sources and vigilant monitoring of key nutrients like calcium, vitamin D, and B12. As nutrient absorption can decline with age, Debra suggests that supplements might be necessary but advises consulting a doctor first. The conversation also highlights the importance of choosing high-quality, certified supplements due to the lack of strict regulation in the industry.

In this insightful discussion, financial planning expert Debra shares her expertise in managing high-net-worth clients. She emphasizes the importance of an annual service calendar to strengthen client relationships and set clear expectations. Debra explores various fee structures, advocating for flexibility based on clients' needs. She answers key questions about service delivery and charging for financial planning. Listeners will also discover valuable resources, including guides and tools to enhance client communications throughout the year.