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An advisor’s guide to engaging the modern family

June 29, 2018


By Cadaret, Grant & Co., Inc. and InvestmentNews

The advisor-client relationship is more dynamic than ever and clients’ needs are evolving and expanding rapidly. Advisors need to understand how to identify with a range of family needs and implement multi-generational plans that include more than just the primary client. This white paper is designed to help advisors build deeper relationships with clients and their extended families – and ultimately increase the likelihood of retaining future generations of clients.

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