A client of many years recently pointed out to my staff that an email confirmation she received from my office regarding the completion of a money transfer is the first of this type of communication she had ever received. This ...Read More »
In a recent conversation with a top-notch family law attorney in town, I had the benefit of hearing really honest and direct feedback about his experience with financial advisers. I was connected to this attorney by the business development professional ...Read More »
Hiring a financial adviser is a very important decision, one that has grown ever more complicated. Knowing the different aspects that go into selecting a financial planner, adviser, broker, consultant, agent, salesperson, shark, order taker … has the potential to ...
Tagged with: Dorie FainRead More »