Do you have a Trusted Contact Person?

What this episode covers

Ellen Bessner, Ellen Bessner, Financial Industry Litigator and author, explains why investors should understand the importance of appointing a Trusted Contact Person (TCP). She provides practical guidance on how a TCP can work with an advisor to help reach an elderly client, navigate tricky personal situations and provide insights into health concerns if they arise.

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Frequently Asked Questions

How long is this episode of On the Money with Dynamic?

This episode is 23 minutes long.

When was this On the Money with Dynamic episode published?

This episode was published on July 17, 2024.

What is this episode about?

Ellen Bessner, Ellen Bessner, Financial Industry Litigator and author, explains why investors should understand the importance of appointing a Trusted Contact Person (TCP). She provides practical guidance on how a TCP can work with an advisor to...

Can I download this On the Money with Dynamic episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.