Jan 27 2025 14 mins
In this episode of 'Dentists, Puns and Money', host Shawn Terrell uses a popular internet meme from a few years back to explore challenges older clients sometimes have with navigating technology. This could be a growing issue as more and more Baby Boomers enter retirement and are charged with using newer technology to handle the financial piece of their post-clinical life. Shawn emphasizes the importance of human interaction and support in navigating these technological hurdles and seeks feedback from the audience on potential solutions.
Takeaways
- Older clients sometimes struggle with technology, impacting their financial management.
- A more human approach is needed to assist clients with technology.
- The process of accessing client funds has become easier, but requires more time for the initial setup.
-----------------------------
Email Shawn at: [email protected]
------------------------------
Dentist Exit Planning:
Website: dentistexit.com
Sign-Up for Dentist Exit Email Newsletter
-------------------------------
Follow Dentist Exit on Social Media: