Three “buckets” to keep your clients focused on retirement planning
Brett Strano, an advisor with Edward Jones in Mississauga, Ont., talks about keeping clients on track with their retirement strategies even during stormy times. Strano discusses three “buckets” for retirement planning in the short and long term, focusing on “need to haves”, “nice to haves” and “never haves”. He spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre.
- By: Dan Richards, Brett Strano
- March 20, 2012 October 30, 2019
- 14:00