Learn & Laugh Blog

February 23, 2021

Tuesday Comic - Liquidity

February 5, 2021

Financial Advisors: Do You Know Your Value?

There is a misalignment in what investors value and what financial advisors think they value. This ongoing fee conversation happening in our industry is proof of that. Of course, we know we create value, but do we really know what value we’re creating, how much it’s really worth, and what our clients are actually prioritizing? […]
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