A missed bill payment, fraudulent cash transfer, or inappropriate investment purchase, these common events are opportunities to help your client (and their family, aka "future client") before a problem escalates into a crisis. And they're just one part of the promise of practicing "whealthcare."
from Forbes Real Time https://www.forbes.com/sites/jasonkarlawish/2018/01/27/spend-some-money-to-make-money-or-the-opportunities-of-whealthcare/
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