Summary: Take note this year of how often your clients’ holiday cards feature their children as the focal point. Children — particularly those still living at home — play a key role in the determining the values, priorities and mindset of their parents.
In fact, wealthy investors with young children share a number of key characteristics, needs and values that set them apart from childless clients and even empty nesters.
 With this added awareness and sensitivity, advisors can help to better align their clients’ investment strategies and risk tolerance with their financial, retirement and education goals."Stacey Haefele, Chief Executive Officer and President of HNW, Inc |
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