#93 – Understanding Client Needs: Key Insights from Jay Burke and Ben Kemp
In this episode of Fine Answers, Jay Burke and Ben Kemp provide invaluable insights into the importance of understanding client needs when developing investment strategies. With a keen focus on holistic financial planning, Jay and Ben emphasize the necessity of looking beyond immediate advice and considering clients' broader financial goals and circumstances.
Through thoughtful discussion, Jay and Ben underscore the significance of reassessing client needs over time and adjusting investment strategies accordingly. They delve into the complexities of managing and investing large sums of money…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.