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Working with wealthy clients? Here are 4 things to keep in mind

Personal risk management starts with the right conversation.

By Lisa Lindsay | Updated on September 14, 2016

In order to help high-net-worth clients maximize their liability protections, it’s important to understand their lifestyles through the development of a personal risk management strategy.

This discussion is a positive dialogue, which includes defining goals and objectives, identifying and analyzing loss exposures, selecting and implementing risk management techniques, and monitoring and measuring the risk management program.

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