Bank Investment Consultant Podcast
Teach clients, don’t sell them, on retirement
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:14:00
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Sinopse
Investing is far from simple once all the relevant aspects are considered – such as distribution and taxes. Advisor and retirement coach Holly Kylen talks to Editor Lee Conrad about how advisors need to educate and make the complex simple.
