One of my favorite students from my time teaching reached out to tell me he’d found a career in financial planning and asked me my recommendations for best practices. The end result is my Top 7 Best Practices for New-ish Financial Advisors.
from Forbes Real Time https://www.forbes.com/sites/timmaurer/2018/05/13/top-7-best-practices-for-new-ish-financial-advisors/
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