Preparing your clients for a significant change in personal wealth
Presented by Agatha Johnson, Prosperity Wealth Management
You’ll learn:
- How to crack open a conversation about wealth management with your clients
- How to predict or anticipate some of the pitfalls of inheriting or suddenly become wealthy
- How and when to pull in a wealth management expert like Agatha
The following content is accessible for members only, please sign in:
Loading…
Leave a Reply