Planners Should Ask Hard Questions to Keep Clients

Financial planners working with high net worth clients should be asking questions about their full financial picture to ensure they don’t relinquish the relationship to another advice provider, according to the head of a family office advice business.

EWM Group managing director Brad Scott said planners working with high net worth clients need to ask questions around wealth transfer, philanthropy and their wider financial and business needs because these issues will be raised by other professional advisers as well.

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