@whealthcareplan

We enable financial advisors to more frequently and successfully engage with older clients around what matters most to them - health and longevity issues.

 Massachusetts, USA
whealthcareplan.com
Joined January 2017
  • Tweets527
  • Following81
  • Followers372
56Media
Envestnet @ENVintel just hit a home run by hiring Dani Fava @danielle_fava Congrats to both of you! wealthmanagement.com/people/…

Dani Fava Leaves TDAI for Envestnet

The wealthtech veteran has more than 15 years of wealth management and fintech experience.

wealthmanagement.com
Thanks Gavin. Could not have said it better myself.
Gavin Spitzner@gspitzner12 Jun 2020
Three noteworthy items related to @whealthcareplan version 3.0: ✔️ Simple, 5 minute #digital assessments. Good for engagement versus a full-blown plan. ✔️ Focus on the non-investment issues that clients actually care about ✔️ Tangible examples of #financialwellness in action
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Whealthcare Planning 3.0 is now live! Many new features and even easier to use. Enables advisors to conduct quality digital engagements on issues that matter most to clients – wellness and longevity. whealthcareplan.com @thegreshamco @gspitzner
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We have been experiencing a youth culture for the last 5 decades. The "Next Chapter" is the "elder culture" that will dominate our lives for years to come. @thegreshamco @FAmagazine prweb.com/releases/two_indus…
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Whealthcare Planning retweeted
Steve Gresham@thegreshamco10 May 2020
Financial advisors are the new front line. Check out my latest article: The Crisis Behind the Crisis linkedin.com/pulse/crisis-be… via @LinkedIn

The Crisis Behind the Crisis

Lurking behind the scenes more than 30 years, the Retirement Savings Crisis may be the biggest yet By Steve Gresham, 5.10.

linkedin.com
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Great article by @thegreshamco The opportunity is there...
Steve Gresham@thegreshamco2 May 2020
fa-mag.com/news/the-antidote… A silver lining is there if we are willing to work for it. Here’s my case. @whealthcareplan @alincome #wealthmanagement #retirementincome

The Antidote To A Bear Market

It might be time for a new type of retirement advisor.

fa-mag.com
Social isolation can be as harmful as smoking. Loneliness is associated with higher rates of heart attack, stroke, and dementia. Our older adult family members and friends need help now more than ever. nytimes.com/2020/04/13/healt… @thegreshamco

Just What Older People Didn’t Need: More Isolation (Published 2020)

The coronavirus pandemic could sharpen the health risks of loneliness. But there are ways to connect.

nytimes.com
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Whealthcare Planning retweeted
Wealth Management
@wealth_mgmt10 Apr 2020
.@whealthcareplan Interim CEO Kevin Ruth explains how advisors can use technology to gather information from their clients on sensitive topics related to longevity in the latest WealthTech Winners Circle Podcast with @NexusStrategy. spr.ly/60191Ligz
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Whealthcare Planning retweeted
Steve Gresham@thegreshamco10 Apr 2020
Woo-hoo at @whealthcareplan today. Our former @Fidelity colleague and friend Cate Rioles joins the team as COO. Welcome Cate to the team of Chris Heye, ceo, Kevin Ruth, Melissa Cruz and me. #WealthManagement #thefamilyconversation @gspitzner @EverSafeSeniors @lifeyield
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Whealthcare Planning retweeted
Steve Gresham@thegreshamco3 Apr 2020
The Pandemic Papers - a care package from ⁦@whealthcareplan⁩ and ⁦@alincome⁩
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Whealthcare Planning retweeted
Steve Gresham@thegreshamco3 Apr 2020
Click for help: whealthcareplan.com/
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A Pandemic Action Plan for Financial Advisors bit.ly/392aAOp
Financial Wellness Planning in the Age of COVID 19 bit.ly/38VCSKp
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Whealthcare Planning retweeted
Steve Gresham@thegreshamco3 Mar 2020
Check out my latest article: Three Blind Wealth Management Executives and the Demographic Elephant linkedin.com/pulse/three-bli… via @LinkedIn
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Great article on the value of discussing health and longevity concerns with clients. Includes quotes from founder Dr Chris Heye. investmentnews.com/the-new-e…

The new essential

By addressing clients’ health and aging, advisers can prove their value as rising health care costs threaten the security of retirement accounts

investmentnews.com
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Whealthcare Planning retweeted
Steve Gresham@thegreshamco21 Feb 2020
#financialwellness is the True North for wealth management. ⁦@investmentnews⁩ this week. ⁦@ENVintel⁩ ⁦@AppriseLabs⁩ ⁦@thegreshamco⁩ ⁦@whealthcareplan⁩
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Whealthcare Planning retweeted
Gavin Spitzner@gspitzner20 Feb 2020
Catching up with leadership team at @whealthcareplan (minus new CEO Kevin Ruth and his incredible experience in #finplanning) as they wrap up #T32020. Great example of the kind of #advicetech helping advisors engage deeply and consolidate assets. @thegreshamco Chris Heye
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Whealthcare Planning retweeted
Steve Gresham@thegreshamco19 Feb 2020
It’s not the red carpet but 10 minutes with one of our tools can earn you 25% more assets... ⁦@t3techhub⁩ ⁦@whealthcareplan⁩
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Whealthcare Planning retweeted
T3 Technology Tools@t3techhub18 Feb 2020
News from the T3 Tech Hub at #T32020: @whealthcareplan, LLC Names Industry Veteran Kevin Ruth as Interim CEO. t3technologyhub.com/whealthc…
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So very excited to announce that industry veteran and former head of financial planning at Fidelity has joined us as interim CEO of Whealthcare Planning. @thegreshamco @NexusStrategy prweb.com/releases/whealthca…
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