Paul Latham: Three ways to encourage clients to plan early
Simply tips to add value
Paul Latham: "Early planning can save your clients money, help them target higher returns and give them peace of mind by getting their affairs in order."
Clients are ready for a planning conversation right now, says Paul Latham - the trick is to find something that will engage them. Here he suggests three ways to nudge clients towards earlier planning
If something is important, you put it at the top of your to do list, right? Well, not necessarily. As you have probably experienced yourself, some clients put off important planning for months, years,...
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