Making the Most of Year-End Planning Conversations

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  • 06 mins 10 secs
While clients expect investment management advice, they also need help with related areas, such as insurance and tax planning strategies, long-term care, and legacy planning. Here, John Nersesian, Head of Advisor Education, shares specific strategies to enhance planning conversations for more fruitful client engagement.

CMR2021-1021-1884002
Channel: PIMCO
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