Oct 13, 2020
Tanya Nichols, CFP, owner of Align Financial and I chat about why clients hire us.
Jul 17, 2020
In this episode, we'll chat about how to move the needle on projects critical to your success as an advisor.
Jun 30, 2020
Jun 3, 2020
Our job as financial planners is to help our clients define their A-Z and then get them there fast and efficiently.
How to create Elegant Simplicity