Retirement Advisor: Client Hand-Holding - SA For FAs

What this episode covers

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

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Frequently Asked Questions

How long is this episode of SA For FAs?

This episode is 4 minutes long.

When was this SA For FAs episode published?

This episode was published on December 16, 2019.

What is this episode about?

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...

Can I download this SA For FAs 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.