Financial advisors must talk to clients about health
For a 45-year-old, simply managing high blood pressure could be like saving another $100,000.
By Ron Mastrogiovanni|May 04, 2018 at 10:39 AM
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When it comes to difficult conversations for advisors, client health ranks alongside mortality as one of the most personal and uncomfortable topics to broach. But as with most things in life, the difficult conversations are often the most important and rewarding.
The industry tends to talk in general terms about the need for clients to plan for living to 95 or even 100 and save or spend accordingly.
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