Do you find the process of buying and servicing your car daunting and intimidating? You are not alone. Read our most recent column in Kiplinger. HTTP://WWW.KIPLINGER.COM/ARTICLE/SPENDING/T063-C032-S014-TIPS-TO-CONTROL-CAR-BUYING-AND-REPAIR-COSTS.HTML
Being able to empathize with clients is paramount in the wealth management business. Knowing the depth of a client’s concern helps an advisor internalize the importance of a particular financial goal. Financial security to someone with a $1 million net worth is far different than financial security for someone with a $15 million net worth.