Ep. 4 | COMRA – The Conversation That Changes Everything

In this episode of STATS CHAT, Brad Zinda and Kalen Sigecan explore why the right client conversation can change everything. They discuss how investor behavior, emotional decision-making, and risk tolerance shape better retirement planning outcomes, and how the Color of Money Report helps advisors uncover what clients truly want. Tune in for practical insights on building trust, improving discovery conversations, and creating a stronger financial planning process that leads to more confident client decisions.