Rethinking the Significance of Advice in a Sustainable Sales Practice featuring Joe Jordan (Ep. 17)
Rethink. Financial Advice
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I've Got White Hair, So It Looks Like I've Been Around a Long Time, Right?
Onor potkes: Wealth managers always focus on what they think the client really wants to talk about, which is the aspirational growth of this hypo etical retirement and going and doing this vacation that they think. And yet we're seeing mathematical exposures that you can't ignore. The highest risk associated with all these households, trillions of dollars on the system is that people are not talking about long trim care life and disability. That's got to be because the advisers aren't comfortable talking about it. Coqe. Ouand: What do you think needs to be heard by our community? i had a learned financial plan in my first meeting at ellerand & i don't know
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