How to hang on to business even after a client's death

11/6/2012 | Financial-Planning.com

Most heirs and widows switch advisers after an advisory client's death, but it doesn't have to be that way, writes Matthew Halloran of Top Advisor Coaching. He urges advisers to establish relationships with members of a client's family, to learn the motives behind the client's goals and to collaborate with the client's other advisers.

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