Terri Ho was recently the featured speaker at one of the premier networking groups in Houston where she gave a rousing talk at the BNI River Oaks Hall of Fame. The title of her presentation was “Guiding Clients Through Life’s Biggest Transitions” and she shared how financial advisors play a vital role in protecting clients during major life transitions such as divorce, inheritance, business exits, death of a spouse, or retirement. She explained how coordinating with attorneys, CPAs, and other professionals helps clients avoid costly mistakes, maintain control of their wealth, and make intentional decisions when emotions and finances collide. See the full presentation here: