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The latest from our blog:
These past few years has been difficult for many of us, often in ways we could never have anticipated. Some of us might even feel shattered. But often, when we put ourselves back together, we’re stronger for it. Jamie has made a short video showing how you can reflect on
So far this year, I have had 149 prospective client meetings and almost no one knows what to ask. Here’s what you need to ask. Start with these four things to make sure you get the most from this conversation: First, ask how long they’ve been practicing as an advisor.