This copy is for your personal, non-commercial use only. To order presentation-ready copies for distribution to your colleagues, clients or customers, click the "Reprints" link at the top of any article.
From the October 2008 issue of Investment Advisor • Subscribe!
It's Not Always About Money
Helping clients through life's stages may take many forms. For example, one long-time client of GW& Wade's Tim Pinch consulted him before purchasing real estate in Boston. On the other end of the spectrum, Rick Anzelone at Strategic Point in Providence, Rhode Island, fondly recalls being called by a client for advice on selecting a laptop for his college-bound son. Whether the request is complex or unrelated to finances, one hallmark of a solid long-term relationship is when the client knows that his or her advisor will always give counsel that is in their best interests.