Many times, it's easier for Financial Advisors to focus on the nuts and bolts of getting clients ready for retirement without acknowledgment of the emotional side of this major life event. I've put together this slideshow to review just some of the psychological issues FAs should be aware of and be prepared to discuss.
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Blog AuthorAntoinette Rodriguez aka "ARod" is the CEO of New York City-based MarFi Advisors, a Million Dollar -level consulting firm and coach to financial and professional service providers. Archives
December 2019
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