Advisors using the Legacy approach are the only ones who have their clients systematically Affirm their goals.
Do you know what happens when a client provides an affirmation and written confirmation that their goals are accurate? They tend to implement with you.
In today’s digital age, information is at our fingertips. With a few clicks, anyone can access a wealth of financial advice, from stock tips to
The financial advisory industry is undergoing a significant transformation. Traditional compensation models, often rooted in product sales, are being replaced by approaches that align more
