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How to Give Financial Advice to Couples: Essential Skills for Balancing High-net-worth Clients' Need

How to Give Financial Advice to Couples: Essential Skills for Balancing High-net-worth Clients' Need

You can discover the secrets to attracting and retaining affluent couples. Fact: A startling 70 percent of widows fire the couple's financial advisor within one year of the death of their spouse - the main reason being that the advisor hadfailed to develop a trusting relationship with both partners. You can be the exception by developing the...
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