 Being the party that helps them get organized will keep you remembered for a long time."Alan Blaustein, Careplanners.com |
Want loyalty? Help clients with caregiving
Liz Skinner | InvestmentNews, May 2014
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Summary: Financial advisers who can help clients with the overwhelming job of caregiving will create tremendous loyalty, a client and "semi-professional patient" told advisers at the NAPFA conference in Salt Lake City on Thursday.
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