In this episode of our Wealth Management Leadership podcast series, SIFMA President & CEO Kenneth E. Bentsen, Jr. sits down with Ken Cella, Principal of the Client Strategies Group at Edward Jones for a conversation on how the pandemic has shaped the way advisors and clients approach the “New Retirement.”We discuss its four pillars of health, family, purpose and finances. We’ll also explore how the pandemic led investors to focus more on life’s priorities, its impact on retirement savings trends, and how it prompted first-time legacy planning conversations for 44.5 million Americans.For a transcript and more, please visit https://www.sifma.org/resources/news/podcast-wealth-management-leadership-series-ken-cella/

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

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