DIY, or Do It Yourself, clients are a spectrum but no matter where they lie on the spectrum it is bad.  You will torture you if you let them. Don’t get used like the office coffee machine.  Financial advisor need to know how to handle DIY clients and that means … Click Here To Read More

DIY, or Do It Yourself, clients are a spectrum but no matter where they lie on the spectrum it is bad. You will torture you if you let them. Don’t get used like the office coffee machine. Financial advisor need to know how to handle DIY clients and that means … Click Here To Read More

Put that DIY client in their place!

Do It Creatively -- Or Don't Do It At All

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Put that DIY client in their place!

Put that DIY client in their place!