Do you know the “three-foot rule”? Wealth adviser David Edwards, president and founder of Heron Wealth, which provides financial planning, investment advice and estate planning to individuals and families across the U.S. and in Europe, cites it as one key element of his success.Read More
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It can be tricky for an adviser to introduce his or her own point of view and experiences into the conversation - after all, the focus needs to remain on the client - but advisers say dropping a veil or two goes a long way to building trust and the client relationship.Read More