Rebirth of the Proactive Advisor with Philipp Hecker & Dr. Meg Lurtz (Ep 22)
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Description
Does timing matter when it comes to giving advice? So much of our lives are defined by age and time-related milestones. However, it would seem a lot of advisors aren’t as focused on being proactive when it comes to providing financial advice to their clients as we would like or expect. Some guidance is more … Continue reading Rebirth of the Proactive Advisor with Philipp Hecker & Dr. Meg Lurtz (Ep 22) →
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