“Working with Financial Professionals”
Practical advice for finding a good
fit with financial professionals. Writers describe recognizing
a disconnect between their values and the values of
professionals who may have been inherited with the wealth
from the prior generation. Tips for being a good client.
Tips for managing financial professionals. Two readers
share the unorthodox practices of professionals they
depend on, letting readers know that there are alternatives
to growing principal and reducing taxes as the goals
of wealth management.
(Please be patient, large file: 7,504K)