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If you help your clients raise financially fit kids, everyone wins: Your clients get peace of mind that their children will be better equipped for life on their own, the children get a financial head start to prepare them for financial independence, and your practice benefits from stronger client relationships and, potentially, a new generation of clients.
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| Our new paper examines: |
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Why learning by example isn’t enough to prepare kids for financial independence |
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Simple rules of thumb that advisors can encourage their clients to use when teaching their children about money |
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Why parents should be more transparent with their children about their money situation |
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Complete the form to receive your free paper via email.
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