November, 2017

November 28, 2017
One of the earliest, and most important lessons I learned when I became a Financial Advisor was that it’s ok to tell a client you don’t know something. Of course, you need to make it clear that you will find out, and it’s all important to actually get the right answer, but too often in our industry, the impulse is to confidently rattle off what amounts to your best guess, and hope you got it... More