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Partners Advantage Blog

Do Your Clients Have Lazy Money?

Wed, Apr 08, 2020 @ 12:00 PM

When it comes to wealth management, your client's money can do two things: It can earn interest or buy stuff. The problem is that many clients have "lazy money" just sitting around not working towards their financial goals and objectives. Money gets "lazy" when it is not being used to do one of the two things it can do with respect to wealth management.

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