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Kandungan disediakan oleh The Brighthouse Financial Insights Panel. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh The Brighthouse Financial Insights Panel atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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15: Assessing your clients as they age

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Manage episode 222373050 series 1860640
Kandungan disediakan oleh The Brighthouse Financial Insights Panel. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh The Brighthouse Financial Insights Panel atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

As clients age and their personal lives change, their cognitive and behavioral functions evolve with them. Listen to our experts discuss how these factors can influence your clients’ lifestyles and financial decisions and how you can manage your relationships with clients as they change cognitively. Speaking to us in this episode are behavioral economist Dan Goldstein and cultural anthropologist Grant McCracken.

  continue reading

31 episod

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iconKongsi
 
Manage episode 222373050 series 1860640
Kandungan disediakan oleh The Brighthouse Financial Insights Panel. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh The Brighthouse Financial Insights Panel atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

As clients age and their personal lives change, their cognitive and behavioral functions evolve with them. Listen to our experts discuss how these factors can influence your clients’ lifestyles and financial decisions and how you can manage your relationships with clients as they change cognitively. Speaking to us in this episode are behavioral economist Dan Goldstein and cultural anthropologist Grant McCracken.

  continue reading

31 episod

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