EPISODE · May 20, 2013
Financial Advisors Becoming Selective In Their Clients
from Talking Wealth Podcast: Stock Market Trading and Investing Education | Wealth Creation | Expert Share Market Analysis · host Dale Gillham
With changes to the financial planning industry coming into effect on 1 July 2013, advisors are expected to become much more selective in who they accept as clients. With the majority of baby boomers retiring in the next ten years, this expectation that advisors will be more selective in choosing clients could lead those who have not planned well out in the dark when needing good advice.
Embed this episode
NOW PLAYING
Financial Advisors Becoming Selective In Their Clients
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.