The financial advisers at Palisades Hudson work with individuals and families over the course of decades. Navigating the decline and death of a client they’ve known for a very long time is a fundamental part of the job. Larry Elkin, Eric Meermann and Rebecca Pavese — three of the firm’s executives, each with more than 25 years of experience in their field — join host Amy Laburda for a roundtable discussion of how advisers experience a client’s death. They talk frankly about the emotional side of the loss, the ways they can step in to help the loved ones left behind, and why planning needs to happen before the end arrives. Personal finance rarely gets more personal than in the premiere of “Something Personal,” Season Four.



Rss Apple Podcaster
Podden och tillhörande omslagsbild på den här sidan tillhör Palisades Hudson Financial Group. Innehållet i podden är skapat av Palisades Hudson Financial Group och inte av, eller tillsammans med, Poddtoppen.