Longevity Means New Advisor Playbook, Part 3

The most meaningful, influential time you will have with a client is in the much later years of their life, says advisor Catherine M. Seeber.

By Rethinking65

The most meaningful, influential time you will have with a client is in the much later years of their life, says advisor Catherine M. Seeber. Among other things, scheduling a call with clients every week cements relationships.

Don’t miss parts 1 and 2 of this three-part series!

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