HSAs: A Credible Reason to Engage your Clients’ Children

Carl Hall
Carl Hall
Aug 31, 2018 · 4 min read

Registered Investment Advisory (RIA) professionals, brokers and planners are devising ways to “break the ice” with their clients’ adult children. As clients age and technology disruptions accelerate, advisors need to ensure they come up with genuine reasons to open a dialogue with their clients children. 2-hour lunches or Red Sox box seat tickets won’t win the hearts and minds of a generation that prides itself on transparency & social responsibility.

The stakes are high for advisors because a massive wealth transfer will be under…

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Carl Hall

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Carl Hall

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