Shon Anderson


Last quote by Shon Anderson

At our firm, we have recently decided to offer 'family financial roundtables,' where multiple generations can discuss their feelings and preferred strategies for wealth. We have found that it is often a major source of anxiety for clients. Kids worry about parents; parents worry about kids. They really appreciate us opening up that conversation. When you have a third party that can prompt a discussion, it allows different generations to air their feelings about their own family's
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May 17 2017
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Shon Anderson is associated, including indexing and portfolio. Most recently, Shon Anderson has been quoted saying: “Over the long term, it helps you build the quality of your client base by preventing them from making bad decisions.” in the article Advisors prepare young clients for $30 trillion transfer of wealth.
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