EPISODE · Aug 5, 2023
EPISODE 33: Connecting Clients' Values & Beliefs to the Structure of Their Income Plans
from Trusted Advisor Podcast Series · host Lori Coonen
How important is the coordination of a family’s legacy plan and their values with their assets and valuables? In this podcast, Rod Zeeb and Paul Binnion of Hanlon Investment Management discuss where the industry is lacking today and how they envision correcting those shortcomings.
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EPISODE 33: Connecting Clients' Values & Beliefs to the Structure of Their Income Plans
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