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At RightSize Solutions, we like Halloween—and while trick or treating for the kids is innocent and candy-filled, there is an increasing amount of trickery when it comes to financial fraud and the elderly (like this news story about an 89-year-old woman in Kansas City who answered the phone and got swindled out of her life savings.)

Is your RIA talking to clients about this issue? We advise you to not just talk to your elderly clients—but all clients, because everyone should be aware and know how to protect their families, parents and loved ones.

Only 1 instance in 40 of elder financial abuse is ever reported! Sadly there is a lot of embarrassment around these situations because people feel fooled, but bringing light to these instances is essential in prevention!

Here are a six tips to share with your clients:

  1. Realize that the IRS isn’t going to call you. You’re never going to receive a phone call out-of-the-blue from a state or federal agency. There is a procedure and you would receive something in the mail from them. The only people who you might receive a call from is a credit collection agency.
  2. Be aware of scare tactics. Anyone who is trying to scare you (This needs to be done immediately or your credit will be impacted!) is lying.
  3. People will not call you if you legitimately won something (unless perhaps it’s a raffle you entered at your local church).
  4. You should never give out any information over the phone. Never give out Medicare, Social Security or Bank Account numbers over the phone.
  5. Never sign a document or do any legal paperwork without consulting someone you trust.
  6. Look out for scams with your parents or elderly relatives. Pay attention for any changes in wills or POAs, and keep an eye out for any signs they are losing track of their finances.
  7. These scammers are insistent, but if you really want to end these calls…take 30 minutes and yank their chain. The longer you can keep them on the phone, the more annoyed the will be—and they’ll never call you again.

Receive a suspicious call or email? Call us. We’ll validate whether it’s real or not.

We’re ready to protect you. Let’s talk about how.

INSIGHTS
What We’re Saying
Feb 4th, 2025
The Rising Cybersecurity Imperative for Wealth Managers
Why Financial Advisors must strengthen their cyber defenses now. The financial industry is under siege. With cybercrime projected to become a $10.5 trillion business by
Jan 15th, 2025
Stop a Data Disaster Before It Strikes: Protect Sensitive Client Data Today!
In the first quarter, wealth management firms face a perfect storm of increased activity and heightened cybersecurity risks. Financial planning for the new year, tax
Jan 8th, 2025
The Shocking Reason Top Accounting Firms Are Winning Clients: It’s Not What You Think!
Are you ready to uncover the secret weapon behind the success of top accounting firms? It’s not just about crunching numbers—it’s about fortifying trust through
Dec 20th, 2024
You’ve Been Breached — Now What?
Cybersecurity threats have become an ever-present and growing concern for wealth management firms. The very foundation of these businesses—trust—can be shattered in an instant by
Dec 12th, 2024
Protect Your Firm’s Future: E-Guide on Cybersecurity and Managed IT for RIAs
Cybersecurity and managed IT are no longer optional — they’re critical to the stability and success of Registered Investment Advisors (RIAs). Our latest e-guide offers
Dec 12th, 2024
Year-End Housekeeping for Accountants
Think your firm is safe from cyber threats? Think again. As we approach the year-end, cybercriminals are ramping up their attacks on firms just like
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