5 Steps to Connect With Clients' Kids
October 21, 2013 4:06 PM
We find this review often brings in overlooked assets under management.
The most serious problems stem from old IRA and 401(k) documents with obsolete named beneficiaries.
We find this step helps establish productive relationships with other professionals serving our client,explains Rieder
These meetings help us forge relationships with our clients children and grandchildren,Reider says.
Advisors can play critical roles in guiding discussions about achieving financial goals through family estate planning,says Rieder.
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