Summer is finally here. Families are packing up their cars and traveling near and far to throw open the windows of that special place where they may have “summered” for generations. It’s time to let the fresh air in and sweep away the cobwebs.
Raymond James interviewed Barbara Bates Sedoric for their "TrustWorthy" newsletter spotlight to introduce The LastingMatters Organizer to their advisor network. Advisors are using this Organizer to ignite meaningful conversations and to deepen their relationships with multigenerational clients.