Notes for trust officers, private bankers and others concerned with estate and trust planning, from a Merrill Anderson Senior Editor and his retired mentor.
Monday, November 17, 2014
What If Everyone Knew Your Net Worth?
You might be less inclined to buy a Bentley, and you might increase your saving and investing. The same applies for your wealth management clients.
Read Carl Richards column, which includes this napkin sketch:
No comments:
Post a Comment