Are you struggling when it comes to understanding and saving money? 2020 has been a year unlike any other in recent memory. For many, it has placed a renewed emphasis on the importance of smart financial planning and money management. As we look forward to 2021, Cetera Financial’s David Treece, has some tips to help you manage your money in uncertain times.
As client expectations continue to shift and face-to-face interactions are limited, companies have had to pivot quickly or improve upon their existing client care models to create more meaningful and personalized experiences in order to meet clients’ changing needs. Joining me to celebrate National Customer Service Week, Holly O’Neill, Chief Client Care Executive, Bank of America, to talk about how clients and companies are both redefining the client experience.
According to a new Edward Jones and Morning Consult study, since the COVID-19 pandemic has upended the education sector, Americans are reconsidering investing in higher education.
My guest is Nela Richardson, a principal strategist for Edward Jones, we talk about the details of the survey, revealing concerns over education investment, and some tools that are currently available to help assist you with planning for college.
