Build trust by learning about clients' families

December 13, 2017

 

Seeing clients' heirs or children as potential clients is natural, but navigating the initial introduction can be tricky. Don Bennyhoff, a senior investment strategist at Vanguard, discusses getting to know clients' families over time and building bridges to the next generation in this 3-minute clip from our Advised investor insights™ webcast.

Watch more highlights from the "Trust and financial advice" webcast:

Full replay: Trust and financial advice (44:00)

Note:

  • All investing is subject to risk, including the possible loss of the money you invest.

 

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