The Value Behind a Data-Driven Approach to Annuities for Advisors With Tamiko Toland (Ep. 24)

Advisors, think about your conversations with clients. Are you looking to tackle those conversations differently?  Perhaps a data-driven approach can enable you to better serve and meet your clients’ needs. This week, CANNEX’s Tamiko Toland joins Jack Martin to highlight the disconnect between advisors and…

Viewing Retirement As Personal Preferences Rather Than Behavioral Finance with Wade Pfau, Ph.D., CFA, RICP® (Ep. 22)

Subscribe While it’s common for advisors to approach their clients with retirement income questions and predetermined answers, Retirement Researcher also focuses on a wide range of possibilities based on the unique needs of retirees and pre-retirees.  In this episode, the firm’s founder and The American…

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