What’s the MOST IMPORTANT Thing to Know About the Person Managing Your Money? (66% of Clients Don’t Ask)

What’s the MOST IMPORTANT Thing to Know About the Person Managing Your Money? (66% of Clients Don’t Ask)

by Lori Atwood | Aug 27, 2013 | Financial Fitness, Saving: Retirement & Other

Have you ever said, “oh, we’re fine, we have a guy (or woman) who manages our money.”  How much do you really know about how he/she manages your money? The most important thing to know about the person managing your money is HOW HE/SHE IS...
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