Do you have a Trusted Contact Person?
On the Money with Dynamic Funds · 2024-07-17
Ellen Bessner, Ellen Bessner, Financial Industry Litigator and author, explains why investors should understand the importance of appointing a Trusted Contact Person (TCP). She provides practical guidance on how a TCP can work with an advisor to help reach an elderly client, navigate tricky personal situations and provide insights into health concerns if they arise.
On the Money with Dynamic Funds
On the Money with Dynamic Funds is a podcast series discussing market insights, navigating investments and much more with the industry's most experienced active managers and thought leaders.
- No. of episodes: 104
- Latest episode: 2025-03-20
- Business
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