How advisers can bridge a disconnect with clients

12/2/2012 | National Underwriter Life & Health

There is often a disconnect between high-net-worth clients and advisers in their understanding of the investment market and of how easy it will be to reach their goals, writes Jim Brogan, president and founder of Brogan Financial. To bridge this gap, Brogan advises asking questions of clients that will help them realize the risks that could undermine their investment approach.

View Full Article in:

National Underwriter Life & Health

Published in Briefs: