THE SECRET SOCIETY OF REAL FINANCIAL ADVISERS
A MANIFESTO:
one: we are fiduciaries
two: we are committed to professional education
three: we understand that planning is a ongoing process
four: we listen more than we talk
five: we make things as simple as possible
six: we practice what we preach
seven: we focus on things we can control
A MANIFESTO:
one: we are fiduciaries
two: we are committed to professional education
three: we understand that planning is a ongoing process
four: we listen more than we talk
five: we make things as simple as possible
six: we practice what we preach
seven: we focus on things we can control