The Few, The Proud, The Wealth Advocates

By |2017-05-09T22:11:03+00:00February 16th, 2012|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , , , , |

I was speaking with a prospective client recently and he said something I hear all too often,” I have had 3 previous advisors, and none of them took care of me, they all took care of themselves.” I find this painful, and yet my pain from having colleagues who are ill-trained to do their work, is [...]