Conversations That Close – LIVE with Ande Frazier
Your client is 52. Their money is 14. Most financial decisions aren’t made by the adult in the room. They’re made by an earlier version of the client, shaped by ... Read more
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Conversations That Close
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Conversation That Close – LIVE with Scott Greenfield
Special needs planning is often treated as a specialty corner of the business. Scott Greenfield, CEO & Managing Partner at Fifth Avenue Financial, makes the case that it belongs at ... Read more
