『Ep. 29 | End-of-Year Planning Ideas』のカバーアート

Ep. 29 | End-of-Year Planning Ideas

Ep. 29 | End-of-Year Planning Ideas

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概要
 What should financial advisors revisit with clients before the year ends? In episode 29 of STATS CHAT, Brad Zinda and Kalen Sigecan discuss three key areas: taxes and required minimum distributions, retirement income and spending, and beneficiaries and estate planning. Discover how better questions, CRM reminders and simple email outreach can help uncover changes in clients’ lives and keep planning conversations moving. Brad and Kalen also introduce the From the Heart Journal, a resource for organizing assets, ownership and beneficiary information.
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