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From the Advisor side: Client griefWednesday, July 24, 2024
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What happens to the advisor when a client dies? It depends on the advisor, and the relationship. There's a variety of responses; journalist Todd Humber interviews myself & Adam Schacter about what to do, what not to do and how to maintain a connection to best advise the remaining family.
Click here to read the full article
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Sara McCullough 83 July 24, 2024 |
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Fraser Lang 1 May 10, 2017 |