Cameron Thornton, partner at Navigator Legacy Partners, LLC, a firm that works on behalf of families, individuals and non-profit organizations (often in collaboration with their other advisors) to help the clients achieve what matters most for themselves and their families now, and for generations to follow, talked about client retention and building relationships across multiple generations while at the FPA National Conference in San Diego, on September 16, 2011.
See what he has to say in this 2 minute video clip.
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