Column: Affluent clients may demand more than investments

01/18/2010 | Financial Planning

The new year is a good time to re-examine clients' issues and concerns, a process that will probably lead to the conclusion that it's time to extend client-service models beyond investments, writes John J. Bowen Jr., founder and CEO of CEG Worldwide. "Now advisors can identify and solve these non-investment concerns that keep their clients up at night," he writes. "In doing so, they show their clients that they can offer more value in their financial lives than most other advisors out there -- and increase the number of quality referrals they receive."

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