Our Terms of Use and Privacy Policy have changed. We think you'll like them better this way.

The Benefits of a Life Planning Approach

  • Broadcast in Business
Horsesmouth

Horsesmouth

×  

Follow This Show

If you liked this show, you should follow Horsesmouth.
h:37497
s:1913725
archived

 

Many advisors have found embracing life planning to be the key to preparing clients for their financial future in a holistic way that makes sense to them. Advisor Radio talks with Michael Kay, CFP, author of "The Business of Life" about why he finds the approach so worthwhile.

Facebook comments

Available when logged-in to Facebook and if Targeting Cookies are enabled