Season 1 · Episode 18
018 Really Getting to Know Your Client...on an Emotional Basis
That Annuity Show · Nassau Financial Group
August 2, 201922m 48s
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Show Notes
Mark discusses a recent study released by Cetera Financial Group that segments retirement planning clients by personality type. It should came as no surprise that emotion biases drive significant investment and savings behavior. We dive deep in the segments and discuss strategies to surface how clients really feel. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, https://www.instagram.com/thatannuityshow/. Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at http://www.nfg.com. Connect with Ramsey Smith on https://www.linkedin.com/in/ramseydsmith or https://twitter.com/RamseyDSmith1. Visit https://alex.fyi on the web. This podcast is intended for general informational purposes only and is not a solicitation of any insurance product. The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer's needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.