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Click here to see the entire podcast library from our Financial Behavior in Retirement Conference
So much of this past year has been focused on investment expectations, but there's still plenty of other areas that need attention. How can your staff best prepare clients for the necessary discussions with parents, financial support of adult children, and realistic work expectations.
- Utilizing behavior biases in retirement communications
- Role playing with your staff to produce better discussions with retirees
- Gathering wisdom and beginning dialogue around sensitive boomer issues.
Deena Katz, CFP®
Associate Professor, Personal Financial Planning Division
Texas Tech University
Founding Partner of Evenksy & Katz
Evenksy & Katz
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