With many advisors rightfully wary of anything that resembles "selling," why risk going out on a limb to push such plans, particularly if they aren't a central aspect of your practice?
This past year has been tough on everyone. As an advisor, recognize that your clients are grieving and reassure them that their emotional reactions are normal.
What lessons can advisors learn from the Windsor's recent incendiary interview and Buckingham Palace's measured response?
