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SIFMA Wealth Management Podcast Series - A Conversation With Ken Cella, Edward Jones

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Manage episode 305621839 series 1094050
Innhold levert av SIFMA. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av SIFMA eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
In this episode of our Wealth Management Leadership podcast series, SIFMA President & CEO Kenneth E. Bentsen, Jr. sits down with Ken Cella, Principal of the Client Strategies Group at Edward Jones for a conversation on how the pandemic has shaped the way advisors and clients approach the “New Retirement.”We discuss its four pillars of health, family, purpose and finances. We’ll also explore how the pandemic led investors to focus more on life’s priorities, its impact on retirement savings trends, and how it prompted first-time legacy planning conversations for 44.5 million Americans.For a transcript and more, please visit https://www.sifma.org/resources/news/podcast-wealth-management-leadership-series-ken-cella/
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102 episoder

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Manage episode 305621839 series 1094050
Innhold levert av SIFMA. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av SIFMA eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
In this episode of our Wealth Management Leadership podcast series, SIFMA President & CEO Kenneth E. Bentsen, Jr. sits down with Ken Cella, Principal of the Client Strategies Group at Edward Jones for a conversation on how the pandemic has shaped the way advisors and clients approach the “New Retirement.”We discuss its four pillars of health, family, purpose and finances. We’ll also explore how the pandemic led investors to focus more on life’s priorities, its impact on retirement savings trends, and how it prompted first-time legacy planning conversations for 44.5 million Americans.For a transcript and more, please visit https://www.sifma.org/resources/news/podcast-wealth-management-leadership-series-ken-cella/
  continue reading

102 episoder

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