Mike warns listeners about Ponzi schemes and other scams. Also, what gives the PlanFIRST advisors the most satisfaction has less to do with investment returns, and more about the impact of our advice on client fulfillment and outcomes!
Mike warns listeners about Ponzi schemes and other scams. Also, what gives the PlanFIRST advisors the most satisfaction has less to do with investment returns, and more about the impact of our advice on client fulfillment and outcomes!