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FINANCIAL ADVISOR BLOG
Its time for catching up on calm. I’m on day 1 of 3 consecutive Buffer Days and writing a blog post catch up since a blogging break on July 25th.
For August, I’m tripping the blog circuit breaker off, taking a blogging break until till September to restore my energy.
Every conversation has the potential to become an extraordinary NAIFA success story. This is part 2 of 2.
Every conversation has the potential to become an extraordinary NAIFA success story. This is part 1 of 2.
The true values based consultative financial advisor that works with their clients to create a plan to grow assets, protect assets, save tax and leave a legacy should not be concerned about Robo-Advisors.
