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Find the latest news, trends and analysis wealth managers and advisors need to provide their ultra-high-net-worth clients with outstanding service while growing their businesses.
Why multigenerational planning is too important to ignore
By David PortServing multiple generations of a family is a solid client retention strategy, and a natural prospecting tool to boot.
July 17, 2015
24 great sales jokesHow does a salesperson greet another salesperson? You'll have to read to find out.
July 16, 2015
Oops! How to respond to the most awkward client scenariosIf you haven't yet found yourself in one of these situations, it's only a matter of time.
July 14, 2015
How — and why — you should engage in multigenerational planningInvolving a clients family can help to keep that client for a longer period of time and may even bring new clients from other generations within that same family.
July 08, 2015
What advisors should know about 80% of American familiesHere's what advisors should know to serve blended families, single-parent families and other "nontraditional" clients.
July 08, 2015
What advisors should know about 80% of American familiesHere's what advisors should know to serve blended families, single-parent families and other "nontraditional" clients.
July 02, 2015
5 Big Deals at the Paris Air ShowIf you missed it, here are the five biggest headlines on deals made at the Paris Air Show.
July 02, 2015
Pentagon Honors Wells Fargo Advisor for ServiceStephen H. Lee has raised over $5 million to support USO programs for wounded soldiers.