As wealth managers, are we still taking time to truly understand clients’ needs? Whatever happened to the consideration to recommend what is best for clients’ proﬁtability? Where is that ﬁduciary duty, that putting clients’ interest ﬁrst? It’s been a long time since I wrote a provocative piece. Frankly, I hate to do so. You get…
The greatest certainty in life is death.
But yet, death can also be the most uncertain.
When we pass on, we want to make sure that we leave a legacy and not a mess. We want to ensure that our loved ones have enough. And whatever we leave behind, we want to make sure that it goes to the intended beneficiaries.