The importance of teaching children about finance, sharing personal childhood money memories and the impact they have on financial beliefs. #kids #money
Advisors have work to do with assisting clients in keeping track of old 401k plans and deploying that capital in ways that best serve the client. #growth
Eensure your goals are Specific, Measurable, Achievable, Relevant, and Time-bound. In other words, it requires the SMART goal-setting framework. #growth
Complexity in a soloist expertise business: you have multiple types of clients that you serve in different ways with multiple support systems. #advisors