Topic: Estate Planning

Caring for Clients, Even After Farewell 

One of the things Advisors have to learn on the job, emotionally, is how to deal with the knowledge that a client has passed away. Often in my relationships with clients, I get a sense of their energy, and I look forward to interacting with them in our meetings and phone calls. When this energy [&he...

Lauren Williams, MBA, CFP®

Feb 2, 2024


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