More Than Money
Issue #25

Working with Financial Professionals

Issue #25
“Working with Financial Professionals”
May, 2000

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)

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