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August 2021   

 

Aging Clients And Your Role
 

Client relationships evolve over time, shifting from investment guidance to retirement income planning to estate planning. This last phase can be emotionally delicate but is perhaps the most important service you can provide for a client and their family. This case study is the story of a financial professional named Beth and her excellent use of empathy to prepare her clients Susan and Bill for this final phase of living well.


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