TITLE

Advising Affluent Clients

AUTHOR(S)
Cogan, Bob
PUB. DATE
March 2002
SOURCE
Advisor Today;Mar2002, Vol. 97 Issue 3, p28
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
Presents guidelines for financial planners on advising affluent clients concerning their financial goals. Common concerns of affluent clients; Steps for easing their concerns; Background on affluent households in the United States.
ACCESSION #
6311259

 

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