31: A 5-Step Planning Process For Syncing Emotional and Financial Well-Being with Amy Mullen (Part I)
There are at least three things every financial advisor wants in their relationships with clients: 1) Great conversations and connection 2) Use their money to live a fulfilled life doing the things they love 3) Seamless buy-in and follow-through on the advice given to avoid spending time following up In fact, if you’re an advisor … Read More Read More