Season 1 · Episode 18
Approaching difficult conversations with clients - Anna N'Je-Konte
The Practical Planner · wealth.com
June 11, 202436m 40sExplicit
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Show Notes
Estate planning can be difficult due to tough conversations you may need to have and make. This can be exacerbated by certain cultural and generational expectations and taboos.
Anna N’jie-Konte, CFP®, President and Director of Financial Planning at Re-Envision Wealth, joins this episode to share how financial advisors can help their clients approach these conversations and why having them now can be beneficial for all their family and loved ones.