Financial advisors becoming selective with their clients
Talking Wealth Podcast: Stock Market Trading and Investing Education | Wealth Creation | Expert Share Market Analysis · Dale Gillham
May 20, 20137m 54s
Audio is streamed directly from the publisher (feeds.podetize.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
With changes to the financial planning industry coming into effect on 1 July 2013, advisors are expected to become much more selective in who they accept as clients. With the majority of baby boomers retiring in the next ten years, this expectation that advisors will be more selective in choosing clients could lead those who have not planned well out in the dark when needing good advice.