Human-centric Investing Podcast
How to Help Clients Age with Dignity
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:21:58
- More information
Informações:
Synopsis
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.
