Beth Blecker, 62, wants to find a female advisor to join her 20-year-old financial planning firm and hopefully take her place when Blecker retires, ideally in about seven to eight years...
I was recently on-boarding a client into our estate planning software program, when suddenly they mused, “Wow, if someone breaks into this system, they will know everything about me.” ...
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Oct 27, 2016
At some point, most advisors will arrive at a crossroads in their practices - How do you know what decision is right for your practice?