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The Next Frontier

Oct 10, 2018

Caregiving is an issue touching more lives today than you may realize. Today, an estimated 65 million Americans are in a caregiving role, and by 2030, there will be more people over the age of 65 than children under the age of five, creating an even greater need now to  prepare for the future. Author and CEO Sherri Snelling joins host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – to share her insights and discuss the opportunities financial advisors have to help clients prepare to be caregivers, and to plan for their own health and wellness.

After personally watching her mother step into a caregiving role and later stepping into a caregiving role herself, Sherri Snelling’s career in healthcare led her to run wellness programs that support caregivers in the workplace. The combination of these personal and professional experiences has made Sherri an expert on the topic of caregiving.

Sherri explains the emotional and physical tolls caretaking has on the caregiver. She has found that preparation is extremely important – through conversations well in advance of someone’s need for care and through intentional plans for the caregiver’s personal health. Financial advisors can join this critical team dynamic by making it a part of their conversations and guiding their clients to emotionally and mentally prepare to be caregivers.

In this episode, we’ll explore:

  • How the changing demographics in the U.S. are shifting towards an eldercare-focused society
  • The need for employers to support caregiving employees
  • The conversations that are necessary to prepare for caregiving
  • The role financial advisors can play in preparing and supporting their clients as caregivers
  • Self-care practices for caregivers

 Sherri Snelling is the founder/CEO of Caregiving Club, a strategic consulting, impactful communications, partnership connections and creative content company focused on supporting the nation’s 65 million family caregivers. She is the author of A Cast of Caregivers – Celebrity Stories to Help You Prepare to Care and is a contributing columnist on caregiving for PBS Next Avenue,, Huffington Post and USA Today. Sherri was the chairman of the National Alliance for Caregiving in Washington, D.C. and is currently a board member of the National Alzheimer’s Association in her local area. She also serves as ambassador for the Caregiver Monday campaign with her ‘Me Time Monday’ initiative.


Ways to contact Sherri:

  • Website:
  • Twitter, Facebook, and LinkedIn
  • Book: A Cast of Caregivers: Celebrity Stories to Help You Prepare to Care

This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts, visit First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2018. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0818-04022