In your initial meetings with clients, an answer to one question will give you insight into their values, lives and dreams and create a healthy anxiety that will motivate them to enlist your services. As nonchalantly as possible, ask, When you die...
Within 15 minutes of my daughter Ellie's birth, I not only opened an UTMA investment account for her; I also planned out where she would attend college and what she would do when she grew up. Judging by her high-pitched wailing, I figured either a...
You know him: The Trust-Fund Brat the party-hearty, layabout rich kid who never made a dime in his life and scoffs at the word The type of guy that might be inclined to ditch his dorm room and blow the endowment on Porsche, Prada and Paris. The...