Human-centric Investing Podcast
How to Make Financial Planning a Family Affair
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:24:19
- More information
Informações:
Synopsis
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.