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Case Study: A Financial Adviser and a Clients’ Divorce

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Content provided by Henssler Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Henssler Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS ®, and Associate Peter Lynch discuss how financial advisers approach divorcing clients who are fighting over the financials.
Read the article: https://www.henssler.com/case-study-a-financial-advisers-fiduciary-responsibility-during-a-clients-divorce/

  continue reading

821 episoade

Artwork
iconDistribuie
 
Manage episode 352741688 series 12842
Content provided by Henssler Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Henssler Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS ®, and Associate Peter Lynch discuss how financial advisers approach divorcing clients who are fighting over the financials.
Read the article: https://www.henssler.com/case-study-a-financial-advisers-fiduciary-responsibility-during-a-clients-divorce/

  continue reading

821 episoade

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