FT Adviser – This article interviews George and how he developed his life planning methodology, its heavy focus on fiduciary, and how we should all be wary of product sales in the financial advising industry. Credit: Ellie Duncan – https://www.ftadviser.com/your-industry/2019/01/23/how-to-give-clients-the-best-conversation-of-their-lives/
Life Planning in the News
How to Give Clients the Best Conversation of their Lives
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