The Assets: Estate planning
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December 12, 2014Home Visits Can Be a Huge Value-Add for ClientsYou get a clearer look at their real situation, especially after a loss.No Comments
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December 9, 2014Morgan Stanley Creates Family Wealth DesignationThe firm hopes to improve FAs’ asset-retention rates as boomer clients die.Last Comment: December 9, 2014
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December 5, 2014Do Your Clients Fear Becoming Bag Ladies?Women worry more than men about going broke — with good reason.No Comments
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November 21, 2014One Client’s Tragic Mistake May Help OthersAdvisors can turn a real-life cautionary tale into a helpful tool.Last Comment: November 21, 2014
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November 14, 2014Prospect’s Accent Points to a Better Estate PlanListening carefully will help you more than pitching aggressively.Last Comment: November 14, 2014
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November 12, 2014Helping Clients Live a Richer LifeA vacation can have more lasting value than a new car.No Comments
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November 3, 2014Got Those Midterm-Election, Tax-Uncertainty Blues?Tell high-net-worth clients they can relax for now.No Comments
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October 24, 2014Always Check Clients’ Legal PaperworkA missing document can cause financial havoc — and even lead to court.No Comments
