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.
A lot of the financial advisors that we work with find themselves in a profession that offers immense fulfillment in guiding clients toward their financial
As financial advisors progress in their careers, they often excel in business development, drawing energy from their entrepreneurial spirit. However, transitioning into leadership roles can
