Wealthy Clients With Young Kids: What Advisors Should Know

The holiday season offers one of the most special times of year to engage with clients and prospects about what is most important to them: their families.

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Comments (2)
It's more about time, patience and sticking to a plan. They generally invest across a range of growth assets; they diversify so as to not have all their eggs in the one basket.

Posted by KIMMY B | Tuesday, December 24 2013 at 2:44PM ET
Each one of us with young children can identify with the fears of these wealthy clients with stay-at-home children. These clients really need to invest keeping long term goals in mind. You need to have a client review meeting with them more often, allay their fears and demonstrate how their assets are in line with their long term goals and objectives.
Posted by tasha123 s | Wednesday, December 25 2013 at 10:13AM ET
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