27 min listen
Getting Personal: Getting to Know How Advisors Get to Know Their Clients (Episode 13 Rebroadcast)
Getting Personal: Getting to Know How Advisors Get to Know Their Clients (Episode 13 Rebroadcast)
ratings:
Length:
37 minutes
Released:
Jun 27, 2022
Format:
Podcast episode
Description
Getting personal might elicit nervousness, but why does it seem so antithetical to investing? We explore personalization and customization in financial practices: if you’re an investor, how well does your financial advisor know you? And advisors, how much time have you taken to get to know your clients? The conversation, which features Matthew Radgowski and Marta Norton as well as Head of Decision Sciences Ryan Murphy, explores Morningstar's belief that getting personal can be good for investors AND advisors—but it may be more complicated than you think.
Released:
Jun 27, 2022
Format:
Podcast episode
Titles in the series (100)
"The Largest Purchase Most Americans Will Ever Make": Researching the State of Retirement: When you save and invest, most likely your biggest financial goal is retirement, a topic that can be daunting or even frightening on both a personal level and on a macro level. Host Drew Carter discusses the state of retirement with David Blanchett, head of retirement research at Morningstar Investment Management, who has called retirement the "largest purchase most Americans will ever make." Today's discussion revolves around the "right" age to retire, online savings and management tools, retiring earlier than planned, and how far off people tend to be when planning for retirement, as well as if there is in fact a retirement crisis. by Simple, but Not Easy