Personal, Practical, and Proactive Client Service with Dr. James Flanagan and Jigar Doshi
Автор: Harbor Capital Advisors
Загружено: 2024-12-10
Просмотров: 5505
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: [email protected] | 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
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