44. Why Longevity Planning is the New Financial Planning, with Keena Pettijohn of Lifelogixs Strategic Consultancy Group

On the Circuit ›

14:28 | Jan 2nd, 2024

A client is so much more than their AUM. Their health and overall happiness are on their mind more than their finances. Traditionally, though, financial planning forces advisors to focus on managing p...Show More