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The Next Frontier

Sep 9, 2020

Buying a house is one of the most important investments we’ll ever make. Yet we often forget to consider whether this home will serve us well during the later years of our lives. In this episode, founder and CEO of Caregiving Club, Sherri Snelling, joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss ways advisors can help clients navigate through options for living as they age.

In this episode, you’ll hear:

  • Why advisors should research the phenomenon of optimal aging
  • Suggestions for long-term care planning that you can start now
  • Which questions to ask when evaluating a potential home
  • The technological trends available to enhance senior living
  • The ideal time to start planning living options
  • Why the effective forecasting formula can be a valuable tool
  • How advisors can start the conversation around aging


Sherri Snelling is the founder and CEO of Caregiving Club, a strategic consulting firm focused on the $20 billion caregiver health and wellness industry and the $7 trillion longevity economy. She is also the chief strategy and gerontology advisor for the VR immersive training platforms, Embodied Labs and author of A Cast of Caregivers: Celebrity Stories to Help You Prepare to Care. As a gerontologist and national care-giving expert, Sherri has been featured on many news networks and is a contributing columnist in a variety of publications. Sherri holds a master's degree in gerontology from the University of Southern California, the number one gerontology school in the nation, and a BA in journalism and political science from USC.

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 podcast, 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 2020, 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. CAR 0820-00723