Secrets of Successful Advisors℠ with Ken Haman cover image

The Surprising Problem with Surprises

Secrets of Successful Advisors℠ with Ken Haman

00:00

Anticipating Client Losses

The importance of advisors anticipating client losses and avoiding surprises, and strategies for managing unexpected negative events.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app