Do financial advisors have to work with clients at or near retirement to be successful? Alanah continues her conversation with Dr. Matt J. Goren, PhD, CFP®, Assistant Professor of Financial Planning at The American College of Financial Services, to put the kibosh on some enduring success myths.
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

Do financial advisors have to work with clients at or near retirement to be successful? Alanah continues her conversation with Dr. Matt J. Goren, PhD, CFP®, Assistant Professor of Financial Planning at The American College of Financial Services, to put the kibosh on some enduring success myths. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

Ep. 35: Dispelling Retirement Planning Myths

Welcome to NextGen in 10, a production of The American College of Financial Services. Our mission: to produce stimulating, thought-provoking content that will increase awareness of financial planning, establish best practices for a new generation of advisors, and help those in the profession better connect with next-generation clients. Join our next-gen hosts and guests as they navigate the complex world of financial services and spill the tea on today's timely topics.

Share Ep. 35: Dispelling Retirement Planning Myths

Sign up to save your podcasts

Ep. 35: Dispelling Retirement Planning Myths

Ep. 35: Dispelling Retirement Planning Myths