Whale Or Big Fish Where Do You Stand?

Do You Think You’re an “A” List, Whale, Big Fish, Top-Tier Client to Your Advisor with the Amount of Funds You Have with Them Now?   Over the years I have found many disturbing articles, printouts, instruction letters, YouTube videos advising brokers, variable agents, and money managers to prioritize calls to their clients based on [...]

By |2020-04-15T01:15:37+00:00February 18th, 2019|Financial Planning|