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investment planning

The Question That Is Rarely Asked

After speaking with many clients and potential clients over the years, a pattern emerges in the direction that the interview takes.

Investing Like the Rich Do

"Everyone has a plan until they get punched in the face."
George Foreman.

The Client Interview

There is often a sense of nervousness when you go to your first meeting with a new financial professional. How should you approach the meeting? What and how much should you tell them?