Relationships Matter: Becoming a More Holistic, Multigenerational Advisor
Dec 2, 2014
By Tony DiLeonardi
Advisor Author: The old way of doing things, focusing on products and finances alone, isn’t going to cut it in the future, posits Tony DiLeonardi in his new book. If you want to keep clients and win the business of their children, you need to embrace a more holistic, life planning approach.