44. Why Longevity Planning is the New Financial Planning, with Keena Pettijohn of Lifelogixs Strategic Consultancy Group

Échec de l'ajout au panier.

Veuillez réessayer plus tard

Échec de l'ajout à la liste d'envies.

Veuillez réessayer plus tard

Échec de la suppression de la liste d’envies.

Veuillez réessayer plus tard

Échec du suivi du balado

Ne plus suivre le balado a échoué

44. Why Longevity Planning is the New Financial Planning, with Keena Pettijohn of Lifelogixs Strategic Consultancy Group

Écouter gratuitement

Voir les détails du balado

À propos de cet audio

A client is so much more than their AUM. Their health and overall happiness are on their mind more than their finances. Traditionally, though, financial planning forces advisors to focus on managing portfolio risk and keeping their eyes on the hard numbers. Which is important, make no mistake — but it doesn’t tell the whole story.Keena Pettijohn, CEO and founder of Lifelogixs Strategic Consultancy Group, challenges advisors to think above and beyond AUM and portfolios. Who will execute decisi...

Pas encore de commentaire