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Ep 55: Consumer Preferences In Hiring a Financial Planner — With Dr. Miranda Reiter, CFP®, Texas Tech University

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Content provided by Laura Gregg and David Partain, Laura Gregg, and David Partain. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Laura Gregg and David Partain, Laura Gregg, and David Partain 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://ppacc.player.fm/legal.
What’s most important when choosing a financial planner? Does race and gender outweigh other characteristics like age, years of experience or levels of trust? Dr. Miranda Reiter, CFP®, from Texas Tech University, is studying this topic and shares her findings on what’s most important to consumers. Listen as Laura Gregg and David Partain compare and …

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107 episodes

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Manage episode 342729887 series 3400544
Content provided by Laura Gregg and David Partain, Laura Gregg, and David Partain. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Laura Gregg and David Partain, Laura Gregg, and David Partain 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://ppacc.player.fm/legal.
What’s most important when choosing a financial planner? Does race and gender outweigh other characteristics like age, years of experience or levels of trust? Dr. Miranda Reiter, CFP®, from Texas Tech University, is studying this topic and shares her findings on what’s most important to consumers. Listen as Laura Gregg and David Partain compare and …

Read More Read More

  continue reading

107 episodes

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