Dynamic Advisor Site Podcast
Dynamic Advisor Site Podcast
Dynamic Funds
5 Simple Steps to Retain Widowed Clients
58 minutes Posted Nov 21, 2019 at 9:02 am.
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Show notes
During the webcast, Paulette and Judy will discuss the need for financial advisors to engage both partners early on and what steps to take to ensure that widowed clients will want to retain their advisor's services.