Fred talks with Mr. Kenny about his career in, and the work of, financial planning. They cover how those services are provided in a large company setting; and later in a small start-up firm. They discuss the emergence of 401k’s (as a departure from traditional ‘defined benefit’ pension plans), changing role of technology, how client development has evolved, and how small firms differ from large ones in a number of ways, including support resources and infrastructure as well as how the client relationship itself is cultivated and maintained.
Podcast: Play in new window | Download (Duration: 34:37 — 31.8MB)
Subscribe: Google Podcasts | Email | RSS | More
Recent Comments