Eldercare Expert Bob Mauterstock Offers New Guide to Help Financial Advisors Retain Current Clients
Eldercare Expert and professional speaker to financial advisors, Bob Mauterstock, has released a new guide to help financial advisors retain their current clients called, The Financial Advisors Guide to Organizing and Structuring Family Meetings: How to Retain the Next Generation of Your Current Clients. Most advisers have been well-trained to do retirement planning, investment management […]