Who wouldn’t like to discover we were just a little bit richer than we thought? Uncovering a stash of unclaimed money can be a gratifying experience for even your highest-net-worth clients.
“High-net-worth clients are no different than anybody else, whether it’s a few hundred or several thousands of dollars of unclaimed money,” says David Schneider, a CFP in New York. “It’s found money, truly, and they’d rather have it than not have it.”
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