Understanding Clients Based on Their Wealth Origins

James Grubman, Dennis T. Jaffe
Published: Jul 27, 2021

A Classic from FEA Matters The “how?” and “when?” of our client’s wealth (earned, inherited, married into, born into, won etc) informs behaviour, attitudes, identity and integration of the wealth. This article provides profound insights on how advisors can vastly improve their processes with clients, simply by better understanding the origins of their client’s wealth.

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