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Personal, Practical, and Proactive Client Service

with Dr. James Flanagan and Jigar Doshi

December 13, 2024

The Active Advisor Podcast (Episode 43)

On this episode of The Active Advisor podcast, host Bryan Moore chats with Dr. James Flanagan, PhD, President of Bentron Financial Group Inc., and Jigar Dosh, CRPC®, Financial Planner at Bentron.

Join them as they discuss:

  • Challenges for clients nearing retirement
  • Helping clients understand their financial needs in retirement
  • Educating clients on non-financial aspects of retirement
  • Delivering impactful client experiences
  • The importance of active management

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Authors
Author photo Bryan Moore
Bryan MooreETF Capital Markets Lead,Harbor Capital Advisors, Inc.
Categories
The Active Advisor PodcastVideos and Podcasts
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