How financial advisers can prepare clients for potential life-altering events
You can play a large part in helping clients feel better equipped to handle such situations before they happen.
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 even
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