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 the world of financial advice, “financial planning” is a term you hear a lot. But what does it really mean for your clients? For
It’s easy to get caught up in the transactional whirlwind of financial advising: chasing new clients, closing deals, and managing portfolios. But as we all
