Recent blog post
Usable Insight – Wealth Advisors – Are you REALLY committed to “win-win”?
I recently asked a group of high net worth wealth advisors that exact question. And they replied with a politically correct, “Yes.” I replied, “Really? Then I expect you’ll be okay with answering the following questions if asked by a potential client”: “...3 weeks ago
Recent Influential Reactions
User reviewsPersonal attacks are NOT allowed
Please read our comment policy