Jason Friedman 🟣 (@jasonfrieds) 's Twitter Profile
Jason Friedman 🟣

@jasonfrieds

Co-founder and CEO of AdvisorFinder // @find_advisors // AdvisorFinder is where families find their financial advisor to help them build lasting wealth

ID: 1466731718707228673

linkhttp://advisorfinder.com calendar_today03-12-2021 11:31:18

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Jason Friedman 🟣 (@jasonfrieds) 's Twitter Profile Photo
Jason Friedman 🟣
@jasonfrieds

3 months ago

Financial advisors that don't engage with their clients' children are 80% likely to lose that relationship once an inheritance occurs... What can you do to reverse that? 1. Make an effort to meet the children 2. Talk to them about finances 3. Communicate with them 3+ times/year