The final nudge to going indie
Trying to make sense of 9/11 confirmed for Kathy Roth that it was time for a new way…
Trying to make sense of 9/11 confirmed for Kathy Roth that it was time for a new way of thinking.
“I was with a traditional brokerage firm at the time, and I was looking for guidance on what message to give to my clients," said Ms. Roth, a certified financial planner at Waterstone Partners in
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