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Sensitive client conversations

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Manage episode 479922734 series 3333465
Content provided by Financial Standard. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Standard or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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.

  continue reading

146 episodes

Artwork
iconShare
 
Manage episode 479922734 series 3333465
Content provided by Financial Standard. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Standard or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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.

  continue reading

146 episodes

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