Focusing on Client-Centered Financial Conversations for Long-Term Goals | Penny Pennington, Managing Partner , Edward Jones Investments. 00:10:00
This segment emphasizes the importance of personalized financial conversations that prioritize clients' individual goals and risk tolerance. It highlights the need for clients to focus on benchmarks relevant to their unique objectives rather than general market indices. The discussion underscores the recurring nature of market trends and the significance of tailored financial advice in achieving long-term goals.
