Human-centric Investing Podcast
How to Help Clients Age with Dignity
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:21:58
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Sinopse
Clients sometimes feel they’re a burden to their children—especially when it comes to retirement planning. Patti Brennan discusses how financial professionals can lessen that burden and help open up communication and transparency within the family.
