Sa For Fas

Retirement Advisor: Client Hand-Holding

Informações:

Synopsis

Not only have people not saved enough for retirement, but they have not planned enough. The two are doubtlessly related. This podcast (5:10) suggests that client hand-holding at its best involves explaining concepts and providing a sounding board so that investors can make better-informed, and thus better, decisions.Learn more about your ad choices. Visit megaphone.fm/adchoices