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.
The headlines scream that a recession may be coming, and the market volatility is enough to make anyone’s stomach churn. But in the uncertainty, there’s
Overcoming Resistance Transparency regarding fees is essential for financial advisors. Affluent clients, in particular, expect a fee-based model that aligns with their desire for objective
