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Say This When Reviewing Financial Plans on Monte Carlo With Clients

For years, we purposely did not show our...

If you're a young advisor in your twenties,...

Virtual Financial Advisor: Two Ways To Enhance Your Virtual Meetings

When we had to go virtual in 2020, we made a...

Four Questions Prospects Need Answered In The First Meeting

There are four crucial questions that every...

Here's How To Use The One-Page Financial Plan with Clients

The One-Page Financial Plan has worked so well...

In this post, I’m going to share a...