Updated Tuesday, July 22, 2014 as of 7:58 PM ET
Practice - Practice Management
Getting Tightwad Clients to Spend
Tuesday, January 28, 2014
Partner Insights

Holly Thomas, a CFP in Tampa, Fla., has a retired client who says she’d like to travel to Europe and Asia. After a lifetime of planning and saving, this wealthy client could easily afford to travel. But is she buying tickets? On the contrary: She rarely leaves town.

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