“What keeps you up at night?” is considered the classic problem that advisors seek to solve for their clients. But often it’s what’s not keeping clients up at night that poses the real threat to their financial well-being.
In the months ahead, FAs can expect to hear more from custodians about platforms and technology that will allow for integration of various tech functions.
When your clients attempt to pinpoint what their college costs will be they often underestimate the price tag.
