A Practical Approach to Behavioral Guidance w/John Nersesian, CIMA® , CPWA® , CIS, CFP®
The Exceptional Advisor Podcast - Podcast tekijän mukaan Investments & Wealth Institute
Kategoriat:
Robert Powell, the editor of Retirement Daily at The Street, interviews John Nersesian, CIMA® , CPWA® , CIS, CFP® , Head of Advisor Education, PIMCO on providing behavioral guidance to clients and how advisors can best help their clients avoid costly mistakes.
