 As your clients' trusted financial adviser, you can play a large part in helping them feel better prepared in such situations before they happen."Francis J. McAleer, Jr. director of retirement solutions, Raymond James |
How financial advisers can prepare clients for potential life-altering events
Francis J. McAleer, Jr. | InvestmentNews, January 2017
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Summary: We plan for weddings, vacations, retirement, education, concerts, dinners, errands and appointments. We plan for just about everything in our lives, but no one plans on getting sick or becoming disabled. Ironically, this highlights the importance of preparing clients for potential life-altering events.
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