Advisers should educate clients’ children
Wealthy clients have children. Wealthy clients die. Children inherit the wealth.
Wealthy clients have children. Wealthy clients die. Children inherit the wealth. The question for advisers is: How do you help your client so that the children will grow up being good stewards of that wealth, and develop a relationship with them?
Doing so will increase your chances of retain
Learn more about reprints and licensing for this article.