Wealth Forum Tv

One goal that every IFA must specialize inPratik Shah, Prudential Financial Inc, USA

Share this Video :
Key Take-Aways
  • Your clients can get loans for every other financial goal except retirement - should retirement planning therefore not be an advisor's primary focus

  • Retirement funds tend to be the largest corpus for any client and last the longest - why then would an advisor not want to specialize in retirement planning?

Share your comments
(Type INV if you are an investor)
hur259
Comments Posted
R K BHAMBHANI ARN NO :82984 New Delhi, 21 Mar 2019

Informative Discussion regarding financial planning.

NARENDRA DATTATRAY SHRINGARPURE ARN NO :123662 THANE, 07 Feb 2019

Rightly said. But we have to create an awareness in the younger generation about the importance of retirement planning. Nobody wants to think about a goal which is far distant in the future.

Sunil Kapadia ARN NO :ARN-13665 Pune, 06 Feb 2019

Very appropriate and absolutely right. Thanks for sharing the views.

Copyright 2017   All Rights Reserved.Wealth Forum Ezine