Shenkman Law

Client PortalClient Login
  • Services
  • The Firm
  • Blog
  • Newsletter
  • Press & Awards
  • Resources
  • Webinars
  • Podcasts
  • Contact
« Back

    Seven Steps to Perform a Successful ‘Wallet Dump’

    WealthManagement.com
    Apr 07, 2020

    Susan Joy Bruno, Marc Minker, Martin M. Shenkman 

    With most of the country on lockdown, clients are likely going stir-crazy while
    getting used to the new normal and, of course, furiously disinfecting everything in
    sight.

    Here’s an actionable tip for your clients that is not only incredibly valuable but also
    simple to do right from their couch. If they drop their wallet while walking the dog,
    they’re naturally going to want to liberally wipe it down. Well, this is the perfect time
    to perform a “wallet dump” and do some simple financial cleanup while they’re at it.
    (Dropping the wallet first isn’t required.) Here’s how it works:

    Read their commentary here.

    No related posts.

© 2023 Shenkman Law
  • Services
  • The Firm
  • Blog
  • Press & Awards
  • Resources
  • Contact
  • Privacy Policy
  • Site Map
  • Code of Ethics
  • ADV 2A Firm Brochure
  • Chronic Illness
  • LawEasy