Life Happens, Plans Change: The Importance of Transitional Planning w/ Susan Bradley, CFP® , CeFT® & Ross Marino, CFP® , CeFT®
The Exceptional Advisor Podcast - Podcast tekijän mukaan Investments & Wealth Institute
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Robert Powell, the editor of Retirement Daily at The Street, interviews Susan Bradley, CFP® , CeFT® , and Ross Marino, CFP® , CeFT® , on their new book Shaping Change: How To Respond When Life Disrupts Your Retirement Plan. This episode explores transition planning and how advisors can better serve clients when life takes unexpected turns.
