Regulation Meets Recession Meets Reality: Best Practices for Advisors in Uncharted Waters

Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, adjunct professor of advanced planning at The College and co-director of the American College Center for Retirement Income, is joined by James “Jim” Christian, CLU®, ChFC®,, RICP®, president of an independent financial planning practice in Lakeville, Minnesota, to discuss best practices for navigating uncertain times coupled with new and pending regulations, including SEC Reg BI.