Most advisors spend considerable time getting to know and understand their clients. Still, the latest edition of our Generations Projects survey, which focuses on high-net-worth (HNW) investors, suggests there are opportunities for advisors to redouble their efforts to comprehend clients’ goals and strengthen their engagements with clients. A number of advisors in our industry are […]
source https://thebtrader.com/2019/10/18/your-clients-want-to-talk-about-their-kids-future/?utm_source=rss&utm_medium=rss&utm_campaign=your-clients-want-to-talk-about-their-kids-future
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