Serving seniors better: service guidelines for financial planners.

Generate a list of service guidelines to enable financial planners to better accommodate the needs of their older clients.Focus groups and a national telephone survey were conducted with Australian seniors to generate 10 service guidelines for financial planners.The issues covered by the 10 guidelines are considered highly important by Australian seniors, with some apparent differences in ratings between older and younger seniors.Seniors have specific attributes they require in financial planners. In particular, they seek trusting relationships and wish to be treated with dignity. [ABSTRACT FROM AUTHOR]