Leaders in Wealth Management & Estate Planning

Thank you for reserving space in Minnesota Monthly’s upcoming Leaders in Wealth Management & Estate Planning special section! Showcase your services in updating estate plans, best practices for investing, planning for tax returns, charitable giving, and more. Please note, your submission will be edited for style, length, and clarity.

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Please briefly describe your company and/or services you provide for clients (e.g., senior care, financial planning, etc.).

How long have you been in this industry?

What strategies do you use to foster a sense of community and social engagement among the senior residents? (If applicable)

How do you stay updated on best practices and innovations in senior care to provide the highest quality of service?

How do you adapt to the unique needs of each senior individual?

Have you ever received feedback or testimonials from seniors or their families about your care services? If so, could you share some of this feedback?

What do you find most rewarding about working in senior care, and how does this motivation impact the quality of your services?

List any recognition or accreditations you would like included.

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