The New Advisor for Life
Become the Indispensable Financial Advisor to Affluent Families
in:
Personal Finance
Summary:
The book provides financial advisors with strategies and insights on how to build lasting relationships with affluent clients by addressing their comprehensive financial needs and becoming an essential part of their lives. It covers topics such as wealth management, retirement planning, and intergenerational wealth transfer, aiming to help advisors become trusted, indispensable partners to their clients.
Key points:
1. Comprehensive Planning: Advisors should offer all-inclusive financial planning, covering investments, retirement, estate, taxes, and insurance to tailor advice to clients' overall goals.
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