Retirement Advisor: Client Hand-Holding episode artwork

EPISODE · Dec 16, 2019 · 4 MIN

Retirement Advisor: Client Hand-Holding

from SA For FAs · host Seeking Alpha

Not only have people not saved enough for retirement, but they have not planned enough. The two are doubtlessly related. This podcast (5:10) suggests that client hand-holding at its best involves explaining concepts and providing a sounding board so that investors can make better-informed, and thus better, decisions.Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode metadata supplied by the publisher feed · Published Dec 16, 2019

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Retirement Advisor: Client Hand-Holding

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