8 tips for working with high-net-worth clients
March 21, 2014 by Paul Wilson
Andrea Blackwelder, CFP, ChFC, co-founder of Wisdom Wealth Strategies in Denver, Colo., has worked with all types of clients over the years. But at this point in her career, she says “working with affluent people and the complex situations they bring is where it gets really fun.”
Here are seven tips she shared about working with the high-net-worth crowd: CLICK HERE TO READ…
Originally Posted at LifeHealthPro on March 21, 2014 by Paul Wilson.
Categories: Industry Articles