Every Tuesday, you will get an actionable piece of advice from Don Connelly, related blog posts on the topic, and what's new on the blog PLUS Don's "10 Great Analogies" in pdf format right away.
Weekly Focus - August 21, 2024 - "Helping Clients Understand Their Goals"
Advisors have plenty of tools to help them quantify client goals, utilizing assumptions and calculations to set the target, so their clients know where and how high to aim.
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