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 - January 24, 2024 - "Financial Planning Is a Process, Not a Product"
What more and more clients are looking for in their advisor relationship is a plan that addresses the entirety of their financial life to guide them in life-critical decisions.
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