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

March 11, 2015 // Money Beat, wsj.com

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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