Your Clients Need An Estate Plan ‘Yesterday’
When clients approach financial advisors, they typically have two things on their mind. The first is saving money and the second is investing money, watching it grow along the way. It’s hard not to be excited by this. Who doesn’t want to watch their money multiply?
As financial advisors, however, it’s not just about giving the client what they think they want. It’s also about guiding them and helping them to make smart financial decisions. That is the true role of an advisor.
