Keeping clients, and keeping them on track

We hear from Dr. Lisa Kramer, professor at the University of Toronto, about the behavioural biases that can wreak havoc with your clients’ financial plans. Then, Mike Foy of J.D. Power talks about the ongoing trillion-dollar intergenerational wealth transfer. How can you make sure those assets don’t walk out the door? (Listener note: Foy refers to Canadian stats in his interview.)

CREDITS

Hosted and produced by Bruce Sellery

Mixed and edited by Jason Perrier of Phizzy Studios

Editorial direction and visuals by the Advisor’s Edge team

Copyright 2019 Transcontinental Media G.P.