Radio and PodcastRadio and PodcastLive Radio & Podcasts
Investment Podcast #37 - Solving Client Longevity artwork
Business

Investment Podcast #37 - Solving Client Longevity

XY Adviser by Ensombl

Apr 19, 202651:10Business

Earn 0.75 CPD here: 0.25 Regulatory Compliance and Consumer Protection 0.25 Client Care & Practice 0.25 Technical Competence As longevity increases and retirement decisions grow more complex, host Amie Baker is joined by...

About This Episode

Investment Podcast #37 - Solving Client Longevity is an episode from XY Adviser by Ensombl. Earn 0.75 CPD here: 0.25 Regulatory Compliance and Consumer Protection 0.25 Client Care & Practice 0.25 Technical Competence As longevity increases...

Podcast

This episode belongs to XY Adviser.

Listen Online

Use the player on this page to stream the episode online.

Episode Details

Published Apr 19, 2026, 51:10 long, audio available.

Related Episodes

Continue listening to more episodes from XY Adviser.

Intergenerational Conversations #1

May 26, 2026 - 82:10

Earn 1.25 CPD here: 0.50 Client Care & Practice 0.50 Technical Competence 0.25 Regulatory Compliance and...

Intergenerational Conversations #2

May 26, 2026 - 57:59

Earn 1.0 CPD here: 0.50 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and C...

Intergenerational Conversations #3

May 26, 2026 - 85:05

Earn 1.25 CPD here: 0.50 Client Care & Practice 0.50 Technical Competence 0.25 Professionalism and Ethics...