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Category: Practice Management

Counseling Clients with Sudden Wealth

Sudden wealth has many sources: lottery winnings, pro sports, an inheritance, a legal judgment or a business liquidity event. Investment professionals can play an important role in helping individuals survive emotions and mistakes often associated with a sudden financial windfall.

 

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Virtual Office

The idea of “going virtual” is not for every advisor—or every client, for that matter. However, doing so may offer a range of potential benefits that can help grow a practice and increase its profitability. Read on!

 

 

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