Why you shouldnt ignore clients kids
Without your help, clients\u2019 children may feel unprepared to discuss their parents\u2019 finances and almost certainly will not become clients of yours. In this episode, James J. Silbernagel, LUTCF, CFP, explains how connecting with his clients\u2019 kids enhances professional and personal relationships and provides essential lessons for multiple generations. \n\nEpisode breakdown:\n\n0:32 \u2013 Don\u2019t just \u201cgo where the money is\u201d\n1:01 \u2013 The value of the family meeting\n2:15 \u2013 Why power of attorney is crucial\n4:12 \u2013 Silbernagel\u2019s personal connection\n\nListen to the new monthly series, MDRT Presents: @mdrtpresents