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Advisors Steer Clients On Safer Course When Family Squabbles Erupt

Posted On May 29, 2018 By Clarfeld

A lack of communication within a family can pave the way for conflict. An advisor who promotes open conversation can enable clients to steer clear of rancor. "You have to be careful in understanding what your role is and what clients understand your role is," said Jose Reynoso, an advisor for Clarfeld.

SOURCE: https://www.investors.com/news/management/financial-advisor-briefing/advisors-steer-clients-safer-family-squabbles-erupt/

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