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Advising the Wealthy: It's a Whole New GameAdvising the Wealthy: It's a Whole New Game
Until recently, the wealthy had plenty of reasons to feel good about the growth and value of their net worth
May 6, 2009
1 Min Read
The financial crisis has proven many of the underlying assumptions of wealth planning wrong. Clients are shaken.
What should advisors be discussing with clients these days?
Better yet: How can advisors actually help clients now?
Charlie Ratner talks with estate-planning expert Lou Harrison, investment guru Michael Lewitt and retirement benefits specialist
Mike Jones. Hear what they have to say.
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