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15: Assessing your clients as they age

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Manage episode 222373050 series 1860640
Content provided by The Brighthouse Financial Insights Panel. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Brighthouse Financial Insights Panel 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.

As clients age and their personal lives change, their cognitive and behavioral functions evolve with them. Listen to our experts discuss how these factors can influence your clients’ lifestyles and financial decisions and how you can manage your relationships with clients as they change cognitively. Speaking to us in this episode are behavioral economist Dan Goldstein and cultural anthropologist Grant McCracken.

  continue reading

31 episodes

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Manage episode 222373050 series 1860640
Content provided by The Brighthouse Financial Insights Panel. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Brighthouse Financial Insights Panel 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.

As clients age and their personal lives change, their cognitive and behavioral functions evolve with them. Listen to our experts discuss how these factors can influence your clients’ lifestyles and financial decisions and how you can manage your relationships with clients as they change cognitively. Speaking to us in this episode are behavioral economist Dan Goldstein and cultural anthropologist Grant McCracken.

  continue reading

31 episodes

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