Socially Active with Strategic Intent

Socially Active with Strategic Intent

New Orleans: “There’s so much going on this time of year, it’s easy to socialize in my world,” explained Tim during a peer-to-peer roundtable discussion,  then lamenting, “but I find it difficult to have business conversations during these holiday social events.”

Tim is a successful advisor who travels in affluent circles.  He’s done very well in his 20 plus year career as a financial advisor but, like many advisors, he&rsq

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