The question most advisors aren’t asking clients about their financial future
Advisors should encourage clients to take an honest look at where they are in life, assess their priorities, reflect on their values, and align it all to their goals.
Life is filled with uncertainty — and I’m not just talking about the current economic environment.
Sure, rising interest rates, inflation and stock market volatility mixed with a new Congress give us plenty to ponder politically and economically, but we’re also awakening as a country to the
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