Jack Broyles

The Alzheimer's Tsunami & Elder Financial Abuse

Equipping Financial Professionals to Better Serve Their Clients

Jack Broyles & Associates is a training organization specializing in training financial professionals, their clients and families on – the financial aspects of Alzheimer’s disease and Elder Finanical Abuse. 

THESE TOPICS ARE IMPORTANT TO EVERYONE BECAUSE both are so interrelated: The older YOU get the more at risk YOU are of developing Alzheimer’s or some form of Dementia and the older YOU get the more vulnerable YOU become to being taken advantage of financially.

Jack offers client educational seminars on both program to help families be prepared to protet and care for loved ones.

  • The Alzheimer’s Tsunami Preparing for the Worst
  • Elder Financial Abuse – How To Keep Our Seniors Safe
  • Client Educational Seminars

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
Travels From:  Texas
City: Dallas
$5,000 and Under


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.


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.

The purpose of this session is to prevent a sad situation from ever happening.

Elder Financial Abuse truly is the crime of the 21st Century because it is so personal. The bad guys most frequently are someone you have known for a long time, someone you love and someone you trust. As financial advisors, you are on the front lines and in the best position to protect our seniors from being financially abused.

A 2016 study from the “Stanford Center For Longevity” shows that natural cognitive aging chips away at our financial decision-making abilities every year.

Another study reported that an estimated $50 Billion a year flows out of retirement accounts as a result of Financial Abuse, mostly taken by family and caregivers.

Therefore, reduced financial capability coupled with social isolation may present a greater risk to a retirement plan than volatile markets.

Jack provides 1hr CE for CFP’s

Key takeaways:

  • What is Elder Financial Abuse
  • Why Seniors are targeted
  • Recognizing the warning signs of Elder Financial Abuse
  • How to protect clients and families from Elder Financial

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
  • Elder Care Abuse
  • Motivation & Morale
© 2024 Ro Morrison & Assoc.