Human-centric Investing Podcast
How to Help Clients Transfer Wisdom, Not Just Wealth
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:30:14
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Sinopse
Kathleen Burns Kingsbury returns to the podcast to share how financial professionals should prepare their clients to have a family money talk when preparing to pass down assets.Kathleen Burns Kingsbury is not affiliated with Hartford Funds
