Making it a priority to work with clients’ children can pay off
When Kathy Fish's biggest clients, a married couple, died within a year of each other, she worried that…
When Kathy Fish's biggest clients, a married couple, died within a year of each other, she worried that their two children would walk their parents' assets right out the door, since most children don't retain their parents' adviser after they inherit wealth.
But it turns out that all the effort
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