Effective and Ethical Communication with Seniors

Why would most professionals tell you that communicating in person with their clients is one of the most important things they do? Further, why would they tell you that face-to-face communication with senior clients who have special needs and interests is critical for ethical conduct? And why would they tell you that such communication with senior clients is one of the most challenging things to do well?

Effective and Ethical Communication with Seniors gives you real answers to these questions. You’ll find yourself using this information many times in your professional practice with seniors, and even in your personal relationships. This course goes beyond typical courses on communications, because it focuses on a comprehensive set of knowledge and skills that will enable you to better communicate with seniors. These recommendations will allow you to serve your senior clients even more ethically. 

This is an intermediate level course, using real-world examples and scenarios based on interviews with professionals from the insurance, tax planning and accounting, elder law, and geriatric care management fields.  Upon conclusion, you will be able to: 

  • Cite factors that are often hidden underneath spoken words, which determine the suitability of a product or service for a senior client;  
  • Apply strategies to address five verbal behaviors that seniors often display as they tackle the developmental tasks of aging;
  • Explain the difference between change and the 3-stage process of transition, and how this affects seniors;
  • Recite seven tips for improving your nonverbal communication based on gender and culture;
  • Develop a comprehensive approach to assessing your senior clients’ changing needs, and how to help them set smart goals;
  • Apply a 4-step model to successfully facilitate effective group meetings with your senior clients when their spouses, adult children, or other professionals are also involved; and
  • Apply tips and tools for planning and conducting more successful meetings with your senior clients, including conducting the “meeting before the meeting;” opening and closing your meeting; and conducting effective and efficient conference calls.


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