Updated Monday, November 24, 2014 as of 12:55 PM ET

Wealthy Clients With Young Kids: What Advisors Should Know

The holiday season offers one of the most special times of year to engage with clients and prospects about what is most important to them: their families.

Get access to this article and thousands more...

All On Wall Street articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.

Already Registered?

Comments (2)
It's more about time, patience and sticking to a plan. They generally invest across a range of growth assets; they diversify so as to not have all their eggs in the one basket.

Posted by KIMMY B | Tuesday, December 24 2013 at 2:44PM ET
Each one of us with young children can identify with the fears of these wealthy clients with stay-at-home children. These clients really need to invest keeping long term goals in mind. You need to have a client review meeting with them more often, allay their fears and demonstrate how their assets are in line with their long term goals and objectives.
Posted by tasha123 s | Wednesday, December 25 2013 at 10:13AM ET
Add Your Comments:
Not Registered?
You must be registered to post a comment. Click here to register.
Already registered? Log in here
Please note you must now log in with your email address and password.

Already a subscriber? Log in here