Advisors: How to Talk to Clients About Refinancing
Press|30 Nov 2021
In the Investopedia article “Advisors: How to Talk to Clients About Refinancing”, author Irene Huhulea discusses how financial advisors can approach the topic of refinancing with clients. Brandon Garrett, President and Chief Investment Officer at Snow Garrett Wealth Management, highlights that younger investors are particularly positioned to benefit in the current market. He states, “the current environment seems to be more advantageous for those in the accumulation stage,” emphasizing the need for personalized advice to help clients maximize refinancing opportunities.
Author: Irene Huhulea, Publisher: Investopedia, Date: November 30, 2021.
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