For Richer or Even Richer: 3 Ways to Help Prospects Understand Why They Need a Plan
May 1, 2023
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By Debra Taylor, CPA/PFS, JD, CDFA
Some wealthy prospects feel that they have plenty of money and a financial plan is superfluous. With these key points—which they probably have not considered—you can get DIY investors to grasp how expert planning can protect and expand their wealth, rather than leaving them vulnerable.