a time to spend

This is the next challenge for the advisory community, and it’s not going to be an easy one. Technology is not going to solve it, because it’s entirely psychological. Only trust and a strong relationship between client and planner, buttressed by the use of evidence and data, will allow high net worth savers to turn into spenders as they live out the remainder of their lives. My firm’s Director of Wealth ...

source http://thereformedbroker.com/2018/06/05/a-time-to-spend/