Bank Investment Consultant Podcast
Teach clients, don’t sell them, on retirement
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:14:00
- More information
Informações:
Synopsis
Investing is far from simple once all the relevant aspects are considered – such as distribution and taxes. Advisor and retirement coach Holly Kylen talks to Editor Lee Conrad about how advisors need to educate and make the complex simple.
