Personal, Practical, and Proactive Client Service with Dr. James Flanagan and Jigar Doshi

Episode notes

On this episode of The Active Advisor podcast, host Bryan Moore chats with Dr. James Flanagan, PhD, President of Bentron Financial Group Inc., and Jigar Doshi , CRPC®, Financial Planner at Bentron. Join them as they discuss: Challenges for clients nearing retirement Helping clients understand their financial needs in retirement Educating clients on non-financial aspects of retirement Delivering impactful client experiences The importance of active management Harbor Capital Details Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Host Bryan Moore on LinkedIn Guest Details Bentron Financial Group Inc. Website Bentron Financial Group Inc. on LinkedIn Jigar Doshi on LinkedIn James Flanagan on LinkedIn Previous guests include: 1. Frank Toth, Principle, and COO at Capital Conclusions Corporation 2. Aaron Gilman, Chief Investment Officer at IFP 3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors 4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors 5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors 6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors 7.

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