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Should you include your kids in your financial meetings?
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محتوای ارائه شده توسط Kevin Madden. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Kevin Madden یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
I ran across a rather shocking statistic. Over 90% of financial advisors do not last three years! The most common reasons they quit are lack of fulfillment, difficulty finding clients and burnout. But you’ve withstood the test of time. What is different about you and your approach that’s lasted 30+ years? Over the next 20 years, about 70 trillion dollars will pass from baby boomers to their heirs. Many boomers worry that if their children know about the money that could be coming their way, it will change their behavior. How often do you see parents bring their children into a financial planning meeting?
Call Kevin today for your complimentary Retirement Roadmap!
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