32.01 - Why Banks Should Help Families Break The Money-talk Taboo BAI Banking Strategies podcast

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Financial Services BAI Banking Strategies Finance Business Business Disciplines

Indhold leveret af BAI Banking Strategies. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af BAI Banking Strategies eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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32.01 - Why banks should help families break the money-talk taboo

1+ y ago 21:24

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MP3•Episode hjem

Indhold leveret af BAI Banking Strategies. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af BAI Banking Strategies eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

American families dislike talking about money – a recent Wells Fargo survey found that 40% of people would rather talk to their parents about their funeral plans than about their financial plans. Michael Liersch, head of advice and planning for Wells Fargo Wealth and Investment Management, joins us with insights on how banks can help families build more open relationships about money, and why it’s in the banks’ interests to do so.

… continue reading

272 episoder

#Financial Services #BAI Banking Strategies #Finance #Business #Business Disciplines

Artwork

32.01 - Why banks should help families break the money-talk taboo

BAI Banking Strategies

89 subscribers

published 1+ y ago

Del

MP3•Episode hjem

Indhold leveret af BAI Banking Strategies. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af BAI Banking Strategies eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

American families dislike talking about money – a recent Wells Fargo survey found that 40% of people would rather talk to their parents about their funeral plans than about their financial plans. Michael Liersch, head of advice and planning for Wells Fargo Wealth and Investment Management, joins us with insights on how banks can help families build more open relationships about money, and why it’s in the banks’ interests to do so.

… continue reading

272 episoder

#Financial Services #BAI Banking Strategies #Finance #Business #Business Disciplines

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