18 min listen
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Length:
5 minutes
Released:
Apr 28, 2016
Format:
Podcast episode
Description
Carolyn McClanahan, a physician and
founder of Life Planning Partners, tells CFA Institute why it is
essential that financial advisers talk to their clients about their
health and then walks us through the components of a health care
discussion.
The Take 15 Series is a series of
short interviews with leading practitioners on timely topics
focused on the investment profession.
founder of Life Planning Partners, tells CFA Institute why it is
essential that financial advisers talk to their clients about their
health and then walks us through the components of a health care
discussion.
The Take 15 Series is a series of
short interviews with leading practitioners on timely topics
focused on the investment profession.
Released:
Apr 28, 2016
Format:
Podcast episode
Titles in the series (100)
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