Next-Gen Planning

Lisanti, Joseph
January 2014
Financial Planning;Jan2014, Vol. 44 Issue 1, p61
The article discusses how investment advisors can effectively establish relationships with offsprings of their clients. It acknowledges significant role of advisors in guiding these children on proper management of family assets. It describes how clients' children would benefit from opening a brokerage account. The need for advisors to allot time for socializing with these children is also noted.


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