Client First

A Blog from the Creators of TrueProfile

Family Matters: How High Performing Advisors Engage the Families of Their Clients

May 30, 2019 5:29:53 PM / by Pat Spenner posted in family dynamics

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Another area we benchmarked in the State of Client Understanding study is how advisors engage the broader client family—spouses and adult children, in particular. 

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