Why Advisors Are Failing Middle-Class Millionaires
May 19, 2008
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By Debra Taylor, CPA/PFS, JD, CDFA
Affluent investors are worried—worried about losing their wealth, maintaining their lifestyle, and providing for their families. Yet advisors do little to address their concerns. These six steps can help you learn more about your clients' needs, earn their loyalty again, and expand your base.