Strengthen Client Relationships by Planning for Unexpected Events

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Unexpected life changes can re-engage clients in the planning process. The Insights Panel shares how advisors can use these events to further connect with clients and keep them on track with their goals. Speaking in this episode are J. Michael Collins, financial capability expert and Faculty Director of the Center for Financial Security at the University of Wisconsin–Madison, Susan Zimmerman, financial psychology expert and co-founder of Mindful Asset Planning, and Jamie Hopkins, advisor champion and Director of Retirement Research at Carson Wealth.

 

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