It's often said that an advisor tends to look just like her client base.
If that's true, then that means there's a lot of rapidly greying client bases out there.
Aging clients bring a host of issues, far beyond the usual advisor focuses of succession and reaching the next generation.
In this video, Marty Shenkman and Hugh Magill sit down to discuss some of the finer points of how to best serve your clients as they, and you, get older.
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