5 Steps to Connect With Clients' Kids

Over the next 10 – 20 years, trillions of dollars’ worth of financial and non-financial assets are expected to be transferred from the boomers to their heirs. As a result, advisors must be prepared for these changes to make sure that inherited assets will remain with them.

Images: Thinkstock

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Comments (1)
Wonderful post showcasing the importance of clients & retaining them for long through useful means by winning their trust & serving them in a best possible manner which includes making good bonding with the clients family members too. I find this post very relevant from current market scenario to make the customer feel at home.
Posted by KIMMY B | Friday, October 25 2013 at 2:09AM ET
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