Retirement Advisor: Client Hand-Holding

Published: Dec. 16, 2019, 10 a.m.

Not only have people not saved enough for retirement, but they have not planned enough. The two are doubtlessly related. This podcast (5:10) suggests that client hand-holding at its best involves explaining concepts and providing a sounding board so that investors can make better-informed, and thus better, decisions. Learn more about your ad choices. Visit megaphone.fm/adchoices