Scott Huff 1 | Dec 12, 2018
Employ these during your next client meeting to make sure the basics are in order.
While clients often focus on the market, goals and portfolio performance, it never hurts to make sure estate planning items are correct, particularly heading into the new year. Not only do such plans have concrete financial impact, but inquiring about them also will reinforce to the client that you care about their well-being and their family beyond their portfolio. Everyone’s moment will come, it is what you do for your clients during those moments that will make all the difference whether those relationships are maintained or lost.
Use these simple estate planning review items during your next client meeting to make sure the basics are in order.
Scott Huff is the CEO of Yourefolio and one of WealthManagement.com's Ten to Watch in 2019.