If you’re not thinking holistically, ‘you’re not in the game,’ says Apprise Labs CEO

The stakes are high, so expectations are equally high for clients, especially high-net-worth clients. These clients have multifaceted financial planning needs, and that means advisors who hope to attract and retain them must be able to successfully address a variety of complex issues, says Edmond Walters, CEO of Apprise Labs. Advisors who fail to do so, Walters told attendees at SourceMedia’s In|Vest conference, won’t be “in the game.”