Wealth Managers Are Embracing The Wealth Protection Process
By: Russ Alan Prince - August 18, 2017
“Wealth protection is the coordinated combination of asset protection planning and family security,” explains John Bowen, founder of CEG Advantage. “We’re finding that the wealthy are very interested in this integrated service and those wealth managers and financial advisors that can deliver it can put themselves at a competitive advantage to their peers.”
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