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Webinar -7 Keys to Create Relationships with the Adult Children of Your HNW Clients
Webinar -7 Keys to Create Relationships with the Adult Children of Your HNW Clients
Simon Reilly Coach, Speaker, Author, Leading Advisor Tuesday, MAY 17TH 1 PM EASTERN A significant percentage of financial advisors do not have a meaningful relationship with their clients' adult children. Limiting beliefs include; "It's too challenging and time-consuming to create meaningful relationships with my client's adult children." Why are these results happening? Join Simon for…