Cindy Scott is manager of the 1st Global Wealth Management Academy. Cindy develops and provides advisors with progressive, ongoing education to become better leaders and comprehensive wealth management practitioners.
VIEWPOINTS: Cindy Scott, Manager, 1st Global; Think of the best relationship you have with a male client. He’s been with you for many years and you consider yourself "old friends." How is your relationship with his wife? If your answer is anything other than "spectacular," you should read the following carefully