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16: How Personal Factors Influence Your Clients as They Age
Manage episode 222373049 series 1860640
As your clients age, their lifestyles and social circles sometimes change, impacting the financial decisions they make. Listen to our experts discuss what indicators advisors should look for when determining their clients’ personalities and how to manage their transitions into retirement. Speaking in this episode are cultural anthropologist Grant McCracken and advisor champion Matt Oechsli.
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Manage episode 222373049 series 1860640
As your clients age, their lifestyles and social circles sometimes change, impacting the financial decisions they make. Listen to our experts discuss what indicators advisors should look for when determining their clients’ personalities and how to manage their transitions into retirement. Speaking in this episode are cultural anthropologist Grant McCracken and advisor champion Matt Oechsli.
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