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 wealth management world is changing. We’re seeing a big shift as clients age and as wealth increasingly moves between generations. This creates some new
The financial markets can be a rollercoaster, and when volatility spikes, it’s not just numbers on a screen that fluctuate – emotions run high too.
