What you don’t know about helping with your client from post-divorce to re-partnering. Watch Kimberly’s discussion on financial considerations post-divorce and repartnering options — and enjoy our take away tools to help in your practice.
Magazine
The NextGen Boom: Are You Ready?
How exactly should advisors serve the NextGen population? What misconceptions, outmoded habits, and legacy practices may be hampering your ability to connect with these younger