Surya Kolluri, Managing Director, Bank of America Merrill Lynch, joins journalist Robert Powell as a special guest on Episode 16 of the Exceptional Advisor podcast. In this episode, “Key Life Stages for Clients in Retirement,” Kolluri discusses the latest industry research conducted on the key life stages of clients in retirement and the role of the financial planner.
Produced by the Investments & Wealth Institute, the Exceptional Advisor podcast series is to help financial professionals better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional.
The podcast is available for download in the iTunes store as Episode 16.
Source: Exceptional Advisor Podcast