David Solie, MS, PA

Unlocking the Communication Code of Senior Clients:
Practical Communication Strategies for Working with Older Clients

(Audience: Financial Advisors, Attorneys, CPAs, Senior Service Professionals, Planned Giving Specialists, Caregivers, and Trust Officers)

David Solie is a nationally recognized geriatric communication expert who offers proven, practical solutions for professionals working with older clients in a 24/7 world. His moving and inspiring presentation on how to “unlock the communication code of senior clients” has led to dramatic and heartfelt changes for countless professionals, older clients and their families.

David’s presentation reveals the critical and unappreciated development tasks of older adults, a discovery that has unlocks the communication code between generations. His research, insights and stories offer clarity and compassion about the “mission” of older clients, the unique agenda of the last phase of life. It is an agenda all professionals who work with seniors need to know.

Once the tasks are understood, David shows audiences how to send the right signals to their aging parents, ones that makes it clear “you get it” and that you are “aging friendly.” He offers practical examples of how to use his signaling strategies in a variety of predictable dilemmas that all older adults face: changes in health, changes in living accommodations, managing finances, losing a spouse, and the right goodbye.

Sooner or later, all professionals reach a point in their career when they must navigate the challenges of older clients. David’s insights and communication strategies help professionals avoid the emotional quicksand that can ensnare their best intentions to do the right thing.