Wealth Adviser: Older Clients Have Money Now, But How About Later?

March 11, 2015 // Money Beat,

The natural inclination of wealth managers is to go after prospects with the most money, which often means older people whose assets may not really be growing. That’s a mistake. To see their practices grow, advisers need to go where the money is going to be, not just where it is at the moment, says Patrick Kennedy of Pricemetrix.

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