remember this before a liquidity event.
by anthony glomski
the ideal investment plan can be hugely important to helping your clients meet their goals. the right investment strategies set your clients up very well to preserve their money.
more: your client’s instincts are wrong | when clients don’t listen | do you know your client’s total picture? | the role of the personal cfo
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but when it comes to your client’s long-term financial health and well-being, investments are only part of the picture. to ensure that every part of their financial life is firing on all cylinders and working in a smooth, coordinated manner, you need to go beyond just the world of stocks, bonds and even complex alternative investments.
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