Estimated reading time: 0 minutes, 17 seconds
Advisors Need to Work with Clients’ Wives
Many advisors risk losing assets because they have failed to establish relationships with their clients’ wives. So reports The Street.
It’s estimated that 70% of assets will find their way to different advisors after the death of clients because advisors haven’t included wives when making financial plans.
Most Read
-
-
Feb 21 2011
-
Written by Administrator
Add us to your Safe Sender list: We want to…
-
-
-
Nov 07 2012
-
Written by Administrator
Progressive Media Group Subscription Agreement This agreement states the general…
-
-
-
Mar 09 2013
-
Written by Staff Writer
While market bulls are understandably cheering the ongoing equity rally…
-
-
-
Nov 07 2012
-
Written by Administrator
Welcome We’re glad you chose to visit a Progressive Media…
-