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Sensitive client conversations
Manage episode 479922734 series 3333465
Family planning, divorce, binding financial agreements – topics that are taboo for many financial advisers. Albeit sensitive, these are important issues that advisers should never shy away from.
To tell us why, Jordan Vaka, an independent financial adviser at Jordan Vaka PlanningSolo, and Cara Graham , principal wealth adviser at The Wealth Designers, join us in this podcast recorded at the 2024 FAAA Congress.
146 episodes
Manage episode 479922734 series 3333465
Family planning, divorce, binding financial agreements – topics that are taboo for many financial advisers. Albeit sensitive, these are important issues that advisers should never shy away from.
To tell us why, Jordan Vaka, an independent financial adviser at Jordan Vaka PlanningSolo, and Cara Graham , principal wealth adviser at The Wealth Designers, join us in this podcast recorded at the 2024 FAAA Congress.
146 episodes
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