Retirement Archives - Global Financial Distibutors

Tag: Retirement

Employee In Career Promotion Concept

Giving wealth management advice to recently promoted clients

After giving your client a hearty congratulations on their recent promotion, it’s up to you to explain how a raise in income will affect their long-term wealth management strategy. Showing them what they need to do with their new title and bigger paycheck is one of the critical ways you help them cultivate greater financial…
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