16: How Personal Factors Influence Your Clients as They Age

The Brighthouse Financial Insights Panel
30/11/2018 10 min
16: How Personal Factors Influence Your Clients as They Age

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Episode Synopsis

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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