PA 3.02 - Treating the Family as the Client

PA 3.02 - Treating the Family as the Client

File Type: MP4 video

Duration: 2:42 minutes

Filesize: 53.5MB

This webinar outlines the role that the family plays as the client moves through the 3rd stage. From a financial advisory perspective. treating the family as the client can minimise family disputes and result in better outcomes for the primary client. There are various ways to seeking an introduction to the inheriting generation and building empathy with the stakeholders.

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