How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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“We are playing a ton of golf with our clients these days since it allows us to socially distance from our clients while also spending time with them.”
Mitzi Perdue, the daughter of Sheraton Hotels' co-founder and wife to the late chicken icon Frank Perdue, shares advice on how to develop a culture that supports keeping the business in the family.
