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The Unexpected Benefit of Low-Net-Worth Clients

Sunday, Oct 06 2013
Practice Management
Written by  PFA News

Planners who work with low-net-worth clients are sometimes surprised by receiving referrals to wealthy individuals and by finding out that some clients that appear to be of modest means have substantial assets. So reports Financial Planning.

Planner James Hallett, of Port Angeles, Washington, for example, accepted one client that initially sought help with a modest amount of assets only to have the client bring another $3.5 million to the relationship.

Read the full article from Financial Planning.

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