I’m the co-CEO of an $800 billion investment firm. Here’s why I need a financial adviser.
An adviser should be your portfolio’s general manager, coach and star player. What does that make you? The team owner.
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An adviser should be your portfolio’s general manager, coach and star player. What does that make you? The team owner.
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“Are there CFPs who are more aligned with a pragmatic, yet Christian, approach?”
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