Download "Summit Place Financial Two-Page Financial Planning Summary" below, and check out "Attracting And Retaining HNW Clients By Being More Available For Their Multigenerational Family Needs: #FASuccess Ep 490 With Liz Miller" on how she has grown her firm in part by both offering a high-touch service model for her high-net-worth clients and by serving their children and grandchildren, creating continuity for the firm as family wealth passes between generations.