Investment Executive
June 30, 2025.
When it comes to a sudden influx of wealth, Kathy McMillan, Senior Wealth Advisor at Richardson Wealth, explains that advisors must be prepared to listen, be patient and put the person before the investment plan.
“Build a relationship, understand what’s important to them and help them achieve it. The investments should be helping them achieve their goals, not be [just] about investing money and gaining returns in isolation.”
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Did you win some lotto money? Here are the first five things you should do
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