Episode 96
How to Help Clients Envision Their Friendship Network in Retirement
Human-centric Investing Podcast · Hartford Funds
May 3, 202326m 52s
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Show Notes
Life's biggest milestones can impact your clients' friendships. Jeff Hall, director of the Relationships and Technology Lab at the University of Kansas, explains how financial professionals can create value by anticipating the social needs of their clients and prepping them for these events.