Ep. 26: Empowering Clients Through Financial Planning

Michael Finke, PhD, CFP® joins Jean Chatzky for a conversation on how financial professionals can specifically tailor their client approach to suit women at any stage of life, including planning with their spouse, as single individuals, or in divorced or widowed situations. In addition, they examine how making financial planning more personable and making client goals central to the planning process can create better outcomes for both advisors and clients while building more trusting planning relationships.

Find all episodes at TheAmericanCollege.edu/Shares.