Human-centric Investing Podcast
How to Make Financial Planning a Family Affair
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:24:19
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Sinopse
Patti Brennan discusses the importance of establishing a bond with the next generation and provides easy steps that financial professionals can use to prepare their clients—and their children—for the future.
