News, Vision & Voice for the Advisory Community


The one thing no RIA should forget to thank God for at Thanksgiving

Instead of clients carving you up like a turkey they place an astounding amount of trust in you and your business model

Author Brooke Southall
November 22, 2017 at 10:37 PM
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Brooke Southall: Clients trust that you are better than the self-direction, broker-direction, assisted self-direction and robo-direction that TV ads daily push at them.



November 28, 2017 — 11:45 AM
season greetings & happy holidays!

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