Offer Guidance to Your Clients' Children
You should not fail to remind [your clients'] children on a regular basis of what you’ve done for them. --Carl Brooks, CFP
Carroll Financial advises clients’ children who otherwise would not meet its minimum account size of $250,000, such as offering guidance on their 401(k) plans and other financial matters as needed. In addition to taking these steps, however, Brooks stresses the need to remind children how you are improving their parents’ (and ultimately their) financial well-being. “You should not fail to remind the children on a regular basis of what you’ve done for them,” he says. “The only way you can do that is an occasional telephone call or an occasional update in a family meeting, because when they walk in they don’t know the investment history.”
-Carl Brooks, CFP, is an executive vice-president with Carroll Financial Associates Inc. in Charlotte, N.C., in Connecting with the Next Generation
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