Sara Grillo

5 Questions You Should Include On Your RTQ (But Aren’t)


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Let’s be real…the risk tolerance questionnaire as we know it doesn’t get the job done. That’s why I’ve got John Morgan of Connected Consultants on the show this episode to discuss the five questions you should (but probably aren’t) asking on your RTQ.
Enjoy!
Sara
About John Morgan
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Sara GrilloBy Sara Grillo

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