Financial Advisors Build Lifelong Value Connections
Financial advisors often think of their role primarily as an investment advisor. The rare and precious advisor who goes beyond that, to help safeguard their client’s well-being in other ways, is guaranteed a lifetime of loyalty from their customers. For clients who are business owners, they often can be somewhat oblivious to market changes which can radically impact the value of the business they own. And that is in spite of the fact that their business is often the single most significant holding they have. [Continue Reading on FinancialAdvisorIQ.com]
