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Clients Are 'Exhausted' and Want to Retire Early. Advisors Can Help.

Sep 28, 2021
27:46
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1
Introduction
00:00 • 3min
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2
Are You Hearing From Your Clients?
03:11 • 4min
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3
Are You Going to Run Out of Money?
06:48 • 3min
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4
Is It a Wind Wind or a Binary?
09:55 • 2min
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5
Early Retirement - Is That a Good Idea?
12:25 • 4min
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6
Engaging With Millennials
16:40 • 4min
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7
Financial Advisor Versa Financial Adviser
20:17 • 3min
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8
The Challenge for Financial Advisors
22:49 • 2min
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9
Early Retirement - What Should an Adviser Do?
24:35 • 3min
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People are recognizing that "life is not forever and they want to bring more purpose and intentionality to it," says Julie Kelly, a financial advisor with Edward Jones. Host: Greg Bartalos.

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