Before the ball drops on 2023: Advisors’ year-end checklist
Brandon Opre of TrustTree Financial and Catherine Valega of Green Bee Advisory
Before kissing 2023 goodbye, advisors had better check a few things off their to-do lists.
Hold on, financial advisors! Don’t flip that last calendar page just yet. There's still work to be done.
New Year’s Day may still be a month or so away, but if you listen closely you can practically hear the strains of “Auld Lang Syne” emanating from advisory offices across the country. W
Learn more about reprints and licensing for this article.
