The Heart of Transitional Financial Planning with Robin Young
Автор: Advisor2X
Загружено: 2022-05-25
Просмотров: 2231
Описание:
On this episode of Shaping Change Ross Marino talks with Robin Young, President & Partner at Northstar Financial Planning, about her path to transitional planning and how she helps clients–widows in particular–navigate difficult transitional phases of their lives.
Connect with Robin Young on LinkedIn: / robinyoungatnorthstar
Learn more about Northstar Financial Planning:
Website: https://www.northstarfp.com/
LinkedIn: / northstar-financial-planning
Twitter: / northstarfp
Chapters
0:00 Start
0:44 Robin Young’s background in the human side of financial planning
4:45 Pivoting financial planning to focus on the now
6:27 “Suddenly Single” and working with widows in transition
11:39 Balancing client priorities in transitional planning
14:21 Transition advice from Robin Young
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