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.
There are several reasons why adding fee planning into your practice is a smart business decision. Historically, insurance and investment professionals have provided many levels
All successful ventures need a clear business model. However, the word ”model” makes the whole concept seem illusive, as if out there somewhere, just out
