Updated Wednesday, October 22, 2014 as of 12:55 AM ET

Guiding a Client's Moral Legacy

Have you ever taken the time to explore with your clients how their lives and work will impact those who follow them? Or discussed what they hope to leave behind, beyond money, as a lasting influence when they are gone? If you are uncomfortable asking a client these pointed questions, you are missing an opportunity to strengthen your relationship and your role as an advisor.

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