Apr 11, 2019

Behavioral Finance and Providing Clients Peace of Mind

By Fidelity Investments

Photo credit: Fidelity Investments

Fidelity and United Capital discuss the research behind Financial Life Management. 

Fidelity FinPoint Ep. 4 features Rosemary Caligiuri from United Capital, Barnaby Riedel from Riedel Strategy, and Mark Squires of Fidelity Investment.

Listen to the online episode here

You can also download the podcast on Apple podcasts below.

Listen on Apple Podcasts

Register for a Demo

FinLife® CX is the nation’s first end-to-end client experience system to integrate your entire client relationship and allow you to charge for your value as the indispensable human advisor.

Confirmation success!

Thank you for your submission.