Clients aren’t always completely open. So what can you do to get the information you need?
During our chapter meeting on March 20, presenter Charlotte Beyer will discuss this challenge facing financial planners – and the strategies to be successful. Charlotte is the founder and CEO of the Institute for Private Investors, which seeks to improve relationships between investors and their financial advisors.
Immediately following the meeting, we invite you to stay for the optional pro bono workshop. A panel of experts will share helpful resources for working with seniors and vulnerable adults.