Draw Up Wills
Drawing up wills allows a financial advisor to tap into new clients from the same family. --Tim Wyman
Drawing up wills also allows a financial advisor to tap into new clients from the same family, Tim Wyman says. Sometimes, the grandparent’s generation will bring their children in to create wills, he says; other times, it’s the kids hounding their parents into the office.
-Tim Wyman, partner with the Center for Financial Planning in Southfield, Michigan, in Products That Help Grow Your Client Base Within One Family
and 