Addiction: Helping Clients, Families, and Loved Ones in Distress
The Take 15 Podcast Presented By CFA Institute is a popular audio interview series defined by illuminating, short conversations with noted economists, best-selling authors, leading researchers, and successful practitioners on topics ranging from geopolitics and whistleblowing to irrationality and outlooks.
In episode #417, Arden O’Connor discusses how financial advisers
can recognize potential addiction issues with clients and shares
effective communication strategies and resources for helping
clients and families in sensitive situations.
About the Podcast
Take 15 Podcast Presented by CFA Institute is a series of 10-15 minute interviews with leading practitioners on timely topics in market and credit risk as well as ethics. CFA Institute is a global membership organization that awards the Chartered Financial Analyst® (CFA®) designation. CFA Institute leads the investment industry by setting the highest standards of ethics and professional excellence and vigorously advocating fair and transparent capital markets.
Host: Lauren Foster
Producer: Mitchell Forst