Father Time will catch up with each of us. As advisers, we must ‘Know Thy Client’ as well as know their families, their hopes, dreams and plans, especially the Estate Plan details. This is no small task and you need to get good at it.
Father Time
Father Time will catch up with each of us. As advisers, we must ‘Know Thy Client’ as well as know their families, their hopes, dreams and plans, especially the Estate Plan details. This is no small task and you need to get good at it.