In this video, Christopher Hensley, RICP®, CES™, shares how the shift to virtual advising has transformed the way retirees engage with financial planning.
You'll learn how his clients—many of them professors, doctors, and engineers—embraced technology, adapted to virtual meetings, and continue to receive personalized, human-first guidance.
Visit www.HoustonFirstFinancialGroup.com to schedule your Retirement Roadmap Meeting.
The video addresses a common misunderstanding about technology and the **elderly**, highlighting that many **seniors** are proficient and skilled with digital tools. It shares direct experiences of working with **seniors** such as professors and doctors, who excel in tech. This emphasizes **aging** and the importance of not underestimating older adults' capabilities with technology
