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Jack Broyles

The Alzheimer's Tsunami: Preparing for the Worst

Equipping Financial Professionals to Better Serve Their Clients

Jack’s goal is to educate advisors so that they are better equipped to help their clients and their families be prepared to fight Alzheimer’s disease. 

He has created a compelling presentation designed to prepare financial advisors, CPA’s, CFP’s and Insurance professionals to assist their clients, families and friends in creating investment plans and budgets for those diagnosed with Alzheimer’s Disease.

Jack offers client educational seminars to help families be prepared to care for loved ones who have been diagnosed with Alzheimer’s disease.

  • – The Alzheimer’s Tsunami Preparing for the Worst
  • – Client Educational Seminars
Array

What People Said After Attending a Recent Symposium

  • “Best breakout I have been to in years.”
  • “Thank you for what you are doing. You are really making a difference. “
  • “I really enjoyed your presentation. I connected on so many things you said as I remembered my grandmother’s struggle with the disease.”
  • “I really enjoyed your presentation especially the video you showed at the beginning. Now I understand what is going on inside my grandmother’s brain and why she acts like she does.  Thank you.”

“Jack Broyles is a great storyteller and he is now telling the most important story he has ever told. The growing tsunami about to crash across every Financial Advisor’s desk is Alzheimer’s disease. Perhaps you have one or more clients who have received this chilling diagnosis. If not, you will. As the trusted family Advisor, you will be involved and you will be expected to take action. What are your obligations? What actions must you take? Should you have this discussion now with every client in preparation for that awful day? What should you tell them?

“You need to know this story and there are few people, if any, as qualified as Jack Broyles to tell it to Financial Advisors.”

 Don Connelly, Founder & CEO, Don Connelly & Associates LLC

“Jack is the best in front of a group I have ever seen. Bar none. I have heard hundreds, maybe thousands of speakers over my 30-year business career; Jack is the best. He has that delicate balance of great researched information with an amazing gift to clearly communicate the depth of the message with clarity and humor. I have hosted many events where Jack was the speaker, and not only did I always do business with clients immediately afterwards, but the guests at that event wanted to know when Jack would be back again. Rare, very rare.”

 Rex Russell, Founder-President, Wealth Advisor Marketing

Jack’s Client List Includes…

  • American Beacon
  • Lincoln Financial
  • LPL Financial
  • Merrill Lynch
  • Northstar Realty
  • Prospera Financial
  • Raymond James Financial Services
  • R.C. Securities
  • SagePoint Financial
  • Securities America
  • Transamerica
  • UBS
$5,000 and Under
 Texas
Dallas
Travels From:  Texas
City: Dallas

Biography

Keynote speaker Jack Broyles has been in the securities industry for 30 years and in the Alzheimer’s “game” since early 2000 when his mother was diagnosed with Alzheimer’s. Jack is well known for his accomplishments in educating families to be prepared to care for a loved one with Alzheimer’s, and likewise, marketing, motivating and educating registered representatives to help families prepare financially for this disease.

Jack also has a passion for the Alzheimer’s Associations. After losing his mother to the disease in 2004, he has made educating and serving families affected by the disease and raising awareness for research a major part of his life’s work.

His father, Frank Broyles, the legendary Arkansas Razorbacks football coach, wrote a Playbook for Caregivers, to share with families what they learned about caring for a loved one with Alzheimer’s.

In 2006, Jack was invited to join the board of directors of the Dallas chapter of the Alzheimer’s Association, where he served as chairman from July 1, 2010 – June 30, 2012.

Jack is currently Chairman Emeritus of the Dallas chapter of the Alzheimer’s Association.

Presentations

Teaching Financial Professionals to Prepare Clients for this Devastating Disease

Jack has created a compelling presentation designed to prepare financial advisors, CPA’s, CFP’s and Insurance professionals to assist their clients, families and friends in creating investment plans and budgets for those diagnosed with Alzheimer’s Disease.

FINRA Rule 2111 is concerned with diminished capacity, elder abuse, and the suitability of investment recommendations made by advisors and their firms.

Jack’s educational program will take you through a step-by-step process that will prepare you to make suitable investment recommendations based on your client’s current financial situation, and how to recognize the warning signs of diminished capacity and elder abuse.

The program will train financial professionals on the following:

  • The signs and symptoms of Alzheimer’s disease.
  • How families are affected.
  • The costs and needs associated with Alzheimer’s disease.
  • The steps advisors need to take in order to help their clients prepare financially.
  • How to recognize the warning signs of diminished capacity and elder abuse.

Jack offers client educational seminars to help families be prepared to care for loved ones who have been diagnosed with Alzheimer’s disease.

These seminars are designed to assist advisors in protecting their clients’ assets and income and to keep those assets in their practice.

Areas of expertise

  • Suitability
  • Communication
  • Generational Connectivity
  • Asset Protection
  • Healthcare
  • Eldercare
  • Early Warning Signs of Alzheimer’s
  • Motivation & Morale
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