Clients who said they are satisfied with their advisor relationships said they still want to discuss their financial plans for retirement and how they manage their money. But they also want to discuss topics such as their careers, their future goals and aspirations, their potential long-term care expenses, and even their family members’ finances.
Susan Rupe is managing editor for InsuranceNewsNet. She formerly served as communications director for an insurance agents' association and was an award-winning newspaper reporter and editor. Contact her at firstname.lastname@example.org.