A Practical Approach to Behavioral Guidance w/John Nersesian, CIMA® , CPWA® , CIS, CFP®
The Exceptional Advisor Podcast - Podcast autorstwa Investments & Wealth Institute
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Robert Powell, the editor of Retirement Daily at The Street, interviews John Nersesian, CIMA® , CPWA® , CIS, CFP® , Head of Advisor Education, PIMCO on providing behavioral guidance to clients and how advisors can best help their clients avoid costly mistakes.
