Personal, Practical, and Proactive Client Service with Dr. James Flanagan and Jigar Doshi скачать в хорошем качестве

Personal, Practical, and Proactive Client Service with Dr. James Flanagan and Jigar Doshi

On this episode of The Active Advisor podcast, host Bryan Moore chats with Dr. James Flanagan, PhD, President of Bentron Financial Group Inc., and Jigar Dosh, CRPC®, Financial Planner at Bentron. Join them as they discuss: • Challenges for clients nearing retirement • Helping clients understand their financial needs in retirement • Educating clients on non-financial aspects of retirement • Delivering impactful client experiences • The importance of active management Harbor Capital: info@harborcapital.com | https://harborcapital.com Bryan Moore:   / bryanmoore71   Dr. James Flanagan:   / jim-flanagan-phd-8049163   Jigar Doshi:   / jigardoshi1   Bentron Financial Group Inc.: https://bentron.com/ Music provided by Tom Hunt / Music&SFX Pro, Artlist License The Active Advisor: • Apple Podcasts: https://apple.co/3G00p06 • Spotify: https://spoti.fi/3lWkDRA • bCast: https://podcasts.bcast.fm/the-active-... • YouTube:    • The Active Advisor   #activeadvisorpodcast #wealthmanagement #financialadvisor #investmentplanning