Carolyn McClanahan: Why Advisors Must Discuss Health With Clients
It offers a framework for advisor-client conversations about health-related uncertainty and family dynamics, topics that the description says can reshape a client's financial life.
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Carolyn McClanahan, a physician turned financial planner, discusses why advisors should talk with clients about health. The episode covers how health decisions, family dynamics and medical uncertainty can affect a client's financial life. Steve Sanduski hosts.
Carolyn McClanahan is a physician turned financial planner.
The episode focuses on why advisors must discuss health with clients.
It covers health decisions, family dynamics and medical uncertainty.
The description says these factors can reshape a client's financial life.
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