Human-centric Investing Podcast
How to Implement Longevity Planning Into Your Practice
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:26:14
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Sinopse
It’s not easy to shift your mindset on the type of advice you offer clients. Jonathan Ainsley, CEO of InvestInU discusses how financial professionals need to be intentional when transforming into a longevity planning practice.
