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Without your help, clients’ children may feel unprepared to discuss their parents’ finances and almost certainly will not become clients of yours. In this episode, James J. Silbernagel, LUTCF, CFP, explains how connecting with his clients’ kids enhances professional and personal relationships and provides essential lessons for multiple generations.
0:32 – Don’t just “go where the money is”
1:01 – The value of the family meeting
2:15 – Why power of attorney is crucial
4:12 – Silbernagel’s personal connection