Wealthies Circle brought to you by Practice Management Wealthies Circle: On the Red Carpet with Lacy Garcia CEO and founder of Willow discusses their 2022 Wealthies initiatives and their firms leadership. Sep 28, 2022 0 comments Hide comments Comment * Switch to plain text editorMore information about text formats Text format CommentsPlain text CommentsAllowed HTML tags: <em> <strong> <blockquote> <br> <p>Plain textNo HTML tags allowed.Web page addresses and e-mail addresses turn into links automatically.Lines and paragraphs break automatically. PublishLog in or register to comment Save Leave this field blank RelatedMorningstar Grapples with What Investors Value in a Financial AdvisorAug 29, 2024Focused on the Future: Building Community Through Planning with Sibyl SladeAug 28, 2024The WealthStack Podcast: The Post-Merger PlaybookAug 23, 2024The 2024 WealthStack StudyAug 20, 2024
