Why Darren Coleman thinks longevity and caregiving are the next big trends in wealth planning
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Why Darren Coleman thinks longevity and caregiving are the next big trends in wealth planning
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Summary
This week, Brenda speaks with Darren Coleman, a Senior Financial Advisor & Portfolio Manager with Coleman Wealth at Raymond James. The two discuss Darren's entry into the financial services industry at a very young age, how caregiving and longevity are reshaping the business, and why he believes understanding human behaviour is just as essential for an advisor as understanding the numbers.
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