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News

Joan Malloy Featured in Wealth Solutions Report: The Great Wealth Transfer

09.15.23

A recent Wealth Solutions Report article explored the ‘great wealth transfer’ that will shift trillions of dollars from baby boomers to their heirs. Regional President and Senior Managing Director Joan Malloy, CPA, CFP®, CFA shared her insights on cultivating relationships with the children of clients by being actively engaged and listening. “People don’t care how much you know until they know how much you care,” she shared.

Three Keys To Connect With Clients’ Children

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