Latest / Financial Behavior Thought Leaders
Reimagining Retirement: How Advisors Can Help Clients Thrive in the Next 40 Years
[embed]https://youtu.be/Dux7w65UW-A?si=oPD7lNXug0fcA4M0[/embed] On this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson welcomes Jonathan Ainsley, a renowned keynote speaker with over 40 years of experience in the financial services industry. Jonathan is known for his transformative approach to financial planning, inviting both advisors and their clients to reimagine what it means to age, connect with technology, and deepen our relationships with ourselves and others. This episode goes behind the scenes of Jonathan’s unique perspective, unpacking his signature…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.