Five advisors tell us about their most memorable client meetings.
That’s the subheading of the CityWire article. An excerpt:
The best client meeting I’ve had is one client was moved to tears after I worked alongside her CPA and estate planner in implementing a charitable vehicle. When she realized that she could make annual donations for life to charities that embody her core philanthropic values, I observed the look of gratitude and fulfillment she felt. It was all about impact, not tax reduction. Truly a memorable moment.
See Advisors Recap Their Best and Worst Client Meetings in CityWire.