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16: How Personal Factors Influence Your Clients as They Age

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Manage episode 222373049 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 your clients age, their lifestyles and social circles sometimes change, impacting the financial decisions they make. Listen to our experts discuss what indicators advisors should look for when determining their clients’ personalities and how to manage their transitions into retirement. Speaking in this episode are cultural anthropologist Grant McCracken and advisor champion Matt Oechsli.

  continue reading

31 episod

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iconKongsi
 
Manage episode 222373049 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 your clients age, their lifestyles and social circles sometimes change, impacting the financial decisions they make. Listen to our experts discuss what indicators advisors should look for when determining their clients’ personalities and how to manage their transitions into retirement. Speaking in this episode are cultural anthropologist Grant McCracken and advisor champion Matt Oechsli.

  continue reading

31 episod

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