Advisors must dig deeper to support clients’ financial health

By Susan Yellin | May 11, 2022, 10:36 a.m.

Flash | CACHEFLO | Wealth management | Financial planning

Photo: Unsplash | Towfiqu barbhuiya

Financial advisors need to get explicit numbers on a client’s financial health if clients are to cut down on spending and put more away into savings, a webinar has been told.

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Advisors must dig deeper to support clients’ financial health

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