
Sign up to save your podcasts
Or


Ellen Bessner, Ellen Bessner, Financial Industry Litigator and author, explains why investors should understand the importance of appointing a Trusted Contact Person (TCP). She provides practical guidance on how a TCP can work with an advisor to help reach an elderly client, navigate tricky personal situations and provide insights into health concerns if they arise.
By DynamicEllen Bessner, Ellen Bessner, Financial Industry Litigator and author, explains why investors should understand the importance of appointing a Trusted Contact Person (TCP). She provides practical guidance on how a TCP can work with an advisor to help reach an elderly client, navigate tricky personal situations and provide insights into health concerns if they arise.

2,175 Listeners

1,993 Listeners

427 Listeners

288 Listeners

54 Listeners

2,020 Listeners

1,044 Listeners

472 Listeners

2,145 Listeners

1,320 Listeners

87 Listeners

10,254 Listeners

435 Listeners

87 Listeners

20 Listeners