Advisers to Clients: Don’t Hide the Wealth Reviewed by Momizat on . Don't Lose This Important Group of Clients The majority of children who inherit money don't retain their parents' advisers.  Joe Sicchitano, from SunTrust Bank, Don't Lose This Important Group of Clients The majority of children who inherit money don't retain their parents' advisers.  Joe Sicchitano, from SunTrust Bank, Rating: 0
You Are Here: Home » QuickPress » Advisers to Clients: Don’t Hide the Wealth

Advisers to Clients: Don’t Hide the Wealth

financial-advisorDon’t Lose This Important Group of Clients

The majority of children who inherit money don’t retain their parents’ advisers.  Joe Sicchitano, from SunTrust Bank, discusses how advisers and clients can take several steps to avoid this outcome, such as proactively communicating and working early to establish a relationship.

To read the full article in FinancialPlanning, click: Advisers to Clients: Don’t Hide the Wealth.

The National Association of Certified Valuators and Analysts (NACVA) supports the users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention, by training and certifying financial professionals in these disciplines.

Number of Entries : 2230

©2021 NACVA and the Consultants' Training Institute • (800) 677-2009 • 1218 East 7800 South, Suite 302, Sandy, UT 84094 USA

event themes - theme rewards

Scroll to top
UA-49898941-1
lw