Collaborative Retirement Management: A Better Approach to Retirement Planning - Episode 12
wealthcare.substack.com
Over my 25+ years as a financial advisor, I've given a lot of thought to what I do and how I deliver advice to clients. Within the last year or so, I've started to think of and refer to the core of what I do as "Collaborative Retirement Management."
Collaborative Retirement Management: A Better Approach to Retirement Planning - Episode 12
Collaborative Retirement Management: A Better…
Collaborative Retirement Management: A Better Approach to Retirement Planning - Episode 12
Over my 25+ years as a financial advisor, I've given a lot of thought to what I do and how I deliver advice to clients. Within the last year or so, I've started to think of and refer to the core of what I do as "Collaborative Retirement Management."