Sudden Wealth

Ruth, Jim
May 2000
Advisor Today;May2000, Vol. 95 Issue 5, p20
Trade Publication
Presents a technique on how financial advisors can build credibility and illustrate familiarity to certain issues faced by clients who have acquired sudden wealth. Experience in dealing with such clients; Information on a chart titled `Issues of Sudden Wealth' that financial advisors can use during the initial interview; What should financial advisors emphasize in dealing with these clients.


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